-89.5%
CDE vs PEG
+2,889.2%
-2,978.6%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +3.0% | +2.1% |
| 7D | -2.0% | -0.1% | -1.9% | -2.0% |
| 30D | +15.7% | -1.7% | +17.4% | +16.3% |
| 3M | +30.5% | -6.8% | +37.3% | +33.7% |
| 6M | -7.4% | -11.4% | +4.0% | -3.4% |
| YTD | +17.9% | -7.2% | +25.1% | +20.9% |
| 1Y | +46.7% | -6.1% | +52.8% | +50.0% |
| 3Y | +851.3% | +31.8% | +819.5% | +770.5% |
| 5Y | +202.9% | +35.6% | +167.3% | +175.9% |
| 10Y | +58.2% | +148.7% | -90.5% | +21.2% |
| All | -89.5% | +2,889.2% | -2,978.6% | -86.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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