-55.7%
CDE vs QID
-100.0%
+44.2%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.2% | +1.9% |
| 7D | -2.0% | -1.9% | 0.0% | -3.0% |
| 30D | +15.7% | +1.7% | +14.0% | +17.1% |
| 3M | +30.5% | -3.9% | +34.4% | +31.6% |
| 6M | -7.4% | -30.0% | +22.6% | -18.5% |
| YTD | +17.9% | -28.2% | +46.1% | +6.6% |
| 1Y | +46.7% | -35.6% | +82.4% | +27.5% |
| 3Y | +851.3% | -74.3% | +925.6% | +494.7% |
| 5Y | +202.9% | -80.8% | +283.7% | +95.0% |
| 10Y | +58.2% | -99.2% | +157.3% | -74.6% |
| All | -55.7% | -100.0% | +44.2% | -98.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling