+504.8%
CDE vs NXT
+181.9%
+322.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.1% | -3.9% | -3.0% |
| 7D | +2.3% | +2.9% | -0.6% | +1.5% |
| 30D | +18.8% | -17.2% | +36.1% | +24.6% |
| 3M | +23.5% | -32.0% | +55.5% | +35.8% |
| 6M | -8.6% | -15.8% | +7.1% | -4.7% |
| YTD | +16.0% | -1.9% | +17.9% | +17.0% |
| 1Y | +42.1% | +22.5% | +19.6% | +35.6% |
| 3Y | +835.9% | +100.5% | +735.4% | +669.2% |
| All | +504.8% | +181.9% | +322.9% | +398.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded NXT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling