+137.3%
CDE vs QLD
+77.5%
+59.8%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +6.8% | -0.5% | +2.7% |
| 7D | +23.5% | -1.4% | +24.9% | +23.7% |
| 30D | -4.0% | -19.6% | +15.6% | +7.4% |
| 3M | -5.4% | -14.1% | +8.7% | +2.1% |
| 6M | -11.3% | -13.6% | +2.4% | -4.0% |
| YTD | -7.6% | +12.5% | -20.2% | -12.0% |
| 1Y | +12.1% | +13.1% | -1.0% | +6.5% |
| 3Y | +652.0% | +154.7% | +497.3% | +393.2% |
| 5Y | +137.3% | +81.1% | +56.2% | +55.1% |
| All | +137.3% | +77.5% | +59.8% | +55.1% |
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