+5.6%
CDE vs Q
+19.7%
-14.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.1% | +8.8% | +8.8% |
| 7D | +1.1% | -3.3% | +4.4% | +3.0% |
| 30D | -14.5% | -9.7% | -4.8% | -9.8% |
| 3M | -10.1% | -16.1% | +6.0% | -2.2% |
| 6M | -16.9% | -15.7% | -1.2% | -11.4% |
| YTD | -18.1% | +45.7% | -63.9% | -30.3% |
| 1Y | +5.6% | +18.0% | -12.4% | -4.0% |
| All | +5.6% | +19.7% | -14.1% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling