+835.9%
CDE vs P
+159.9%
+676.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.6% | -4.4% | -3.2% |
| 7D | +2.3% | +7.8% | -5.6% | 0.0% |
| 30D | +18.8% | +12.3% | +6.5% | +13.5% |
| 3M | +23.5% | +37.1% | -13.6% | +10.5% |
| 6M | -8.6% | +66.1% | -74.7% | -23.7% |
| YTD | +16.0% | +50.9% | -34.9% | -0.6% |
| 1Y | +42.1% | +27.2% | +14.8% | +25.4% |
| 3Y | +835.9% | +158.7% | +677.2% | +567.1% |
| All | +835.9% | +159.9% | +676.0% | +567.1% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 3y: compounded portfolio wealth divided by compounded P 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…
3y analysis · Full analysis span regression · 6 months rolling