+201.6%
CDE vs QLD
+121.5%
+80.1%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.1% |
| 7D | +0.5% | +0.6% | 0.0% | +0.2% |
| 30D | +21.9% | -0.1% | +22.0% | +22.1% |
| 3M | +14.9% | -8.4% | +23.3% | +20.5% |
| 6M | -10.5% | +32.2% | -42.7% | -21.5% |
| YTD | +19.3% | +28.9% | -9.6% | +6.4% |
| 1Y | +50.8% | +43.8% | +7.0% | +27.9% |
| 3Y | +782.3% | +176.6% | +605.7% | +454.9% |
| All | +201.6% | +121.5% | +80.1% | +80.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling