+54.3%
CDE vs PWR
+2,415.0%
-2,360.7%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.5% |
| 7D | -6.1% | -0.2% | -5.8% | -6.0% |
| 30D | +9.5% | -7.7% | +17.2% | +13.4% |
| 3M | +32.0% | -4.9% | +36.9% | +33.9% |
| 6M | -12.8% | +9.7% | -22.5% | -17.8% |
| YTD | +14.2% | +46.7% | -32.5% | -6.4% |
| 1Y | +36.3% | +58.7% | -22.4% | +7.7% |
| 3Y | +821.4% | +200.7% | +620.7% | +429.7% |
| 5Y | +194.3% | +438.6% | -244.3% | +29.9% |
| All | +54.3% | +2,415.0% | -2,360.7% | -65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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