+50.8%
CDE vs PCG
-6.6%
+57.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.4% | -4.3% | -2.2% |
| 7D | +0.5% | -13.9% | +14.4% | +3.1% |
| 30D | +21.9% | -16.9% | +38.7% | +26.0% |
| 3M | +14.9% | -14.7% | +29.7% | +18.2% |
| 6M | -10.5% | -23.8% | +13.3% | -4.9% |
| YTD | +19.3% | -10.5% | +29.8% | +27.2% |
| 1Y | +50.8% | -5.1% | +55.9% | +62.9% |
| All | +50.8% | -6.6% | +57.4% | +62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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