+99.7%
CDE vs PWR
+411.6%
-311.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.6% | -1.9% |
| 7D | -9.6% | +11.3% | -20.9% | -14.7% |
| 30D | -6.7% | -8.9% | +2.2% | -3.9% |
| 3M | -24.2% | -10.5% | -13.7% | -21.7% |
| 6M | -29.1% | -22.2% | -6.9% | -21.1% |
| YTD | -21.5% | +42.7% | -64.3% | -39.2% |
| 1Y | -7.4% | +41.1% | -48.5% | -27.8% |
| 3Y | +596.3% | +242.7% | +353.6% | +216.4% |
| All | +99.7% | +411.6% | -311.9% | -28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling