+54.3%
CDE vs PRU
+138.7%
-84.4%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -3.9% | -3.4% |
| 7D | -6.1% | -3.8% | -2.2% | -4.6% |
| 30D | +9.5% | -2.0% | +11.5% | +10.2% |
| 3M | +32.0% | +14.0% | +18.0% | +25.0% |
| 6M | -12.8% | +27.2% | -40.0% | -20.9% |
| YTD | +14.2% | +9.1% | +5.1% | +9.5% |
| 1Y | +36.3% | +18.1% | +18.2% | +26.3% |
| 3Y | +821.4% | +44.3% | +777.1% | +683.5% |
| 5Y | +194.3% | +45.7% | +148.6% | +148.6% |
| All | +54.3% | +138.7% | -84.4% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded PRU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling