+791.9%
CDE vs PPG
-17.4%
+809.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +0.9% |
| 7D | -3.1% | -6.2% | +3.1% | +1.6% |
| 30D | +9.5% | -7.9% | +17.4% | +16.3% |
| 3M | +25.5% | -10.2% | +35.7% | +36.0% |
| 6M | -7.9% | +2.7% | -10.6% | -8.9% |
| YTD | +15.6% | +4.9% | +10.7% | +11.9% |
| 1Y | +34.0% | -3.2% | +37.2% | +36.6% |
| 3Y | +791.9% | -17.0% | +808.9% | +977.5% |
| All | +791.9% | -17.4% | +809.3% | +977.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PPG.
Daily Out/Under-Performance
Portfolio return minus PPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPG 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 PPG 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