+462.0%
CDE vs PINS
-15.2%
+477.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.5% | -2.4% |
| 7D | +2.3% | -5.2% | +7.5% | +3.5% |
| 30D | +18.8% | -14.9% | +33.8% | +23.2% |
| 3M | +23.5% | -8.4% | +31.9% | +25.2% |
| 6M | -8.6% | +0.6% | -9.3% | -10.2% |
| YTD | +16.0% | -22.2% | +38.2% | +19.9% |
| 1Y | +42.1% | -46.9% | +89.0% | +59.3% |
| 3Y | +835.9% | -26.9% | +862.8% | +828.1% |
| 5Y | +197.6% | -63.0% | +260.6% | +225.5% |
| All | +462.0% | -15.2% | +477.2% | +266.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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