+368.3%
CDE vs OPEN
-74.0%
+442.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.5% | +1.2% |
| 7D | -3.1% | -11.4% | +8.3% | -1.7% |
| 30D | +9.5% | -20.1% | +29.5% | +12.4% |
| 3M | +25.5% | -37.6% | +63.1% | +32.3% |
| 6M | -7.9% | -47.1% | +39.2% | -1.4% |
| YTD | +15.6% | -52.1% | +67.7% | +24.9% |
| 1Y | +34.0% | -73.5% | +107.5% | +51.0% |
| 3Y | +791.9% | -24.4% | +816.3% | +695.7% |
| 5Y | +197.7% | -85.1% | +282.9% | +206.6% |
| All | +368.3% | -74.0% | +442.3% | +297.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling