+56.1%
CDE vs PTC
+205.0%
-148.9%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +0.5% |
| 7D | -3.1% | -7.3% | +4.2% | +0.1% |
| 30D | +9.5% | -11.6% | +21.1% | +15.4% |
| 3M | +25.5% | +10.5% | +15.0% | +17.9% |
| 6M | -7.9% | -17.8% | +9.9% | -2.1% |
| YTD | +15.6% | -24.9% | +40.5% | +27.8% |
| 1Y | +34.0% | -36.8% | +70.9% | +61.6% |
| 3Y | +791.9% | -8.7% | +800.6% | +766.9% |
| 5Y | +197.7% | +4.1% | +193.6% | +166.0% |
| All | +56.1% | +205.0% | -148.9% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 10y: compounded portfolio wealth divided by compounded PTC 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…
10y analysis · Full analysis span regression · 6 months rolling