+596.3%
CDE vs PWR
+247.1%
+349.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.6% | -1.9% |
| 7D | -9.6% | +11.3% | -20.9% | -14.8% |
| 30D | -6.7% | -8.9% | +2.2% | -3.8% |
| 3M | -24.2% | -10.5% | -13.7% | -21.6% |
| 6M | -29.1% | -22.2% | -6.9% | -20.4% |
| YTD | -21.5% | +42.7% | -64.3% | -40.9% |
| 1Y | -7.4% | +41.1% | -48.5% | -29.9% |
| 3Y | +596.3% | +242.7% | +353.6% | +150.8% |
| All | +596.3% | +247.1% | +349.2% | +150.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling