+189.0%
CDE vs RCL
+224.8%
-35.9%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.7% | +1.0% |
| 7D | -3.1% | -1.9% | -1.2% | -2.5% |
| 30D | +9.5% | -15.5% | +25.0% | +15.5% |
| 3M | +25.5% | -9.7% | +35.1% | +29.2% |
| 6M | -7.9% | -8.7% | +0.8% | -5.6% |
| YTD | +15.6% | -5.8% | +21.3% | +16.2% |
| 1Y | +34.0% | -24.5% | +58.5% | +43.3% |
| 3Y | +791.9% | +173.9% | +618.0% | +521.6% |
| All | +189.0% | +224.8% | -35.9% | +76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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