+522.0%
CDE vs PL
+455.3%
+66.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +10.4% | -4.6% | +3.3% |
| 7D | +18.1% | -6.8% | +24.9% | +19.6% |
| 30D | -6.2% | -29.3% | +23.1% | +1.3% |
| 3M | -1.2% | -44.8% | +43.6% | +12.7% |
| 6M | -17.4% | -68.4% | +51.0% | +5.3% |
| YTD | -13.1% | -36.4% | +23.2% | -7.7% |
| 1Y | +7.3% | +0.7% | +6.5% | +2.0% |
| 3Y | +522.0% | +455.3% | +66.7% | +210.9% |
| All | +522.0% | +455.3% | +66.7% | +210.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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