+56.1%
CDE vs RGEN
+415.7%
-359.6%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.1% |
| 7D | -3.1% | -1.4% | -1.7% | -2.7% |
| 30D | +9.5% | -0.3% | +9.8% | +9.7% |
| 3M | +25.5% | +23.9% | +1.6% | +18.0% |
| 6M | -7.9% | +38.5% | -46.4% | -16.4% |
| YTD | +15.6% | +0.8% | +14.7% | +14.3% |
| 1Y | +34.0% | +38.2% | -4.2% | +21.8% |
| 3Y | +791.9% | +1.3% | +790.6% | +741.9% |
| 5Y | +197.7% | -44.0% | +241.7% | +207.5% |
| All | +56.1% | +415.7% | -359.6% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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