+791.9%
CDE vs RGTI
+671.2%
+120.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +1.1% |
| 7D | -3.1% | +0.5% | -3.6% | -3.2% |
| 30D | +9.5% | -17.1% | +26.6% | +11.5% |
| 3M | +25.5% | -26.0% | +51.5% | +29.0% |
| 6M | -7.9% | -9.9% | +2.0% | -7.9% |
| YTD | +15.6% | -31.1% | +46.6% | +18.2% |
| 1Y | +34.0% | -8.5% | +42.6% | +33.1% |
| 3Y | +791.9% | +652.2% | +139.7% | +564.6% |
| All | +791.9% | +671.2% | +120.7% | +564.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 3y: compounded portfolio wealth divided by compounded RGTI 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…
3y analysis · Full analysis span regression · 6 months rolling