+15.2%
CDE vs Q
+75.4%
-60.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.4% | -2.3% |
| 7D | -6.1% | +4.1% | -10.1% | -8.0% |
| 30D | +9.5% | -10.7% | +20.2% | +15.3% |
| 3M | +32.0% | -11.7% | +43.7% | +36.7% |
| 6M | -12.8% | +8.3% | -21.1% | -18.2% |
| YTD | +14.2% | +51.3% | -37.1% | +0.6% |
| All | +15.2% | +75.4% | -60.2% | -4.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling