+791.9%
CDE vs PRU
+44.2%
+747.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.5% | +0.9% |
| 7D | -3.1% | -2.3% | -0.8% | -2.0% |
| 30D | +9.5% | -1.7% | +11.2% | +10.2% |
| 3M | +25.5% | +13.2% | +12.2% | +16.9% |
| 6M | -7.9% | +28.8% | -36.7% | -19.6% |
| YTD | +15.6% | +9.8% | +5.8% | +8.2% |
| 1Y | +34.0% | +17.4% | +16.7% | +20.6% |
| 3Y | +791.9% | +44.9% | +747.0% | +483.9% |
| All | +791.9% | +44.2% | +747.7% | +483.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling