+189.0%
CDE vs QID
-80.8%
+269.7%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.8% | +3.0% | +0.2% |
| 7D | -3.1% | +1.3% | -4.4% | -2.4% |
| 30D | +9.5% | +2.9% | +6.5% | +11.5% |
| 3M | +25.5% | -0.7% | +26.2% | +28.3% |
| 6M | -7.9% | -29.7% | +21.8% | -17.9% |
| YTD | +15.6% | -27.9% | +43.4% | +5.6% |
| 1Y | +34.0% | -34.6% | +68.6% | +19.0% |
| 3Y | +791.9% | -73.5% | +865.4% | +510.7% |
| All | +189.0% | -80.8% | +269.7% | +92.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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