+189.0%
CDE vs PODD
-55.4%
+244.4%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.0% | +3.2% | +1.9% |
| 7D | -3.1% | -10.5% | +7.4% | +0.7% |
| 30D | +9.5% | -9.0% | +18.5% | +12.9% |
| 3M | +25.5% | -11.5% | +37.0% | +26.9% |
| 6M | -7.9% | -44.7% | +36.8% | +12.3% |
| YTD | +15.6% | -53.6% | +69.1% | +51.4% |
| 1Y | +34.0% | -61.0% | +95.0% | +88.4% |
| 3Y | +791.9% | -24.7% | +816.6% | +807.3% |
| All | +189.0% | -55.4% | +244.4% | +248.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling