+370.1%
CDE vs OPEN
-71.4%
+441.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.5% | -0.2% | -2.4% |
| 7D | +2.3% | +1.0% | +1.3% | +2.2% |
| 30D | +18.8% | -11.9% | +30.7% | +20.6% |
| 3M | +23.5% | -28.8% | +52.3% | +28.2% |
| 6M | -8.6% | -38.6% | +30.0% | -3.8% |
| YTD | +16.0% | -47.3% | +63.3% | +24.0% |
| 1Y | +42.1% | -49.2% | +91.2% | +46.3% |
| 3Y | +835.9% | -18.8% | +854.7% | +727.7% |
| 5Y | +197.6% | -83.6% | +281.2% | +203.1% |
| All | +370.1% | -71.4% | +441.5% | +294.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling