+100.2%
CDE vs PCG
+6.9%
+93.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.0% | -3.9% | -4.4% |
| 7D | -2.3% | -2.0% | -0.3% | -1.3% |
| 30D | -12.1% | -2.7% | -9.4% | -10.8% |
| 3M | -23.9% | -25.1% | +1.1% | -14.1% |
| 6M | -29.0% | -22.3% | -6.7% | -22.0% |
| YTD | -19.7% | -18.5% | -1.2% | -14.6% |
| 1Y | -8.4% | -21.8% | +13.4% | -0.1% |
| 3Y | +578.5% | -21.0% | +599.5% | +614.8% |
| 5Y | +100.2% | +8.1% | +92.1% | +65.8% |
| All | +100.2% | +6.9% | +93.3% | +65.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling