+791.9%
CDE vs PSX
+133.1%
+658.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +1.1% |
| 7D | -3.1% | +1.7% | -4.8% | -3.5% |
| 30D | +9.5% | +15.6% | -6.2% | +5.8% |
| 3M | +25.5% | +46.5% | -21.0% | +14.1% |
| 6M | -7.9% | +55.0% | -62.9% | -18.5% |
| YTD | +15.6% | +105.3% | -89.7% | -8.5% |
| 1Y | +34.0% | +101.6% | -67.5% | +6.3% |
| 3Y | +791.9% | +134.1% | +657.8% | +545.8% |
| All | +791.9% | +133.1% | +658.8% | +545.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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