+56.1%
CDE vs PODD
+223.0%
-166.9%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.0% | +3.2% | +1.7% |
| 7D | -3.1% | -10.5% | +7.4% | -0.1% |
| 30D | +9.5% | -9.0% | +18.5% | +12.2% |
| 3M | +25.5% | -11.5% | +37.0% | +26.9% |
| 6M | -7.9% | -44.7% | +36.8% | +6.7% |
| YTD | +15.6% | -53.6% | +69.1% | +41.1% |
| 1Y | +34.0% | -61.0% | +95.0% | +72.2% |
| 3Y | +791.9% | -24.7% | +816.6% | +819.9% |
| 5Y | +197.7% | -55.5% | +253.2% | +246.2% |
| All | +56.1% | +223.0% | -166.9% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 10y: compounded portfolio wealth divided by compounded PODD 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…
10y analysis · Full analysis span regression · 6 months rolling