+39.6%
CDE vs QLD
+1,636.2%
-1,596.6%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.6% | -2.6% |
| 7D | +2.3% | +3.0% | -0.7% | +0.8% |
| 30D | +18.8% | -1.8% | +20.6% | +19.8% |
| 3M | +23.5% | -1.8% | +25.3% | +24.7% |
| 6M | -8.6% | +36.9% | -45.5% | -20.6% |
| YTD | +16.0% | +28.7% | -12.7% | +4.2% |
| 1Y | +42.1% | +41.9% | +0.2% | +22.1% |
| 3Y | +835.9% | +184.2% | +651.7% | +479.2% |
| 5Y | +197.6% | +122.1% | +75.5% | +89.0% |
| 10Y | +39.6% | +1,646.5% | -1,606.9% | -69.0% |
| All | +39.6% | +1,636.2% | -1,596.6% | -69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 10y: compounded portfolio wealth divided by compounded QLD 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…
10y analysis · Full analysis span regression · 6 months rolling