+34.0%
CDE vs OPEN
-63.3%
+97.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.5% | +1.3% |
| 7D | -3.1% | -11.4% | +8.3% | -0.1% |
| 30D | +9.5% | -20.1% | +29.5% | +15.7% |
| 3M | +25.5% | -37.6% | +63.1% | +39.7% |
| 6M | -7.9% | -47.1% | +39.2% | +5.5% |
| YTD | +15.6% | -52.1% | +67.7% | +33.5% |
| 1Y | +34.0% | -73.5% | +107.5% | +55.8% |
| All | +34.0% | -63.3% | +97.4% | +55.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling