+791.9%
CDE vs PBR
+99.7%
+692.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +2.0% | +1.4% |
| 7D | -3.1% | +5.4% | -8.5% | -4.7% |
| 30D | +9.5% | +22.9% | -13.4% | +2.5% |
| 3M | +25.5% | +19.6% | +5.9% | +17.7% |
| 6M | -7.9% | +16.5% | -24.4% | -14.5% |
| YTD | +15.6% | +86.7% | -71.1% | -13.2% |
| 1Y | +34.0% | +74.7% | -40.7% | +3.0% |
| 3Y | +791.9% | +102.6% | +689.3% | +493.0% |
| All | +791.9% | +99.7% | +692.2% | +493.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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