+189.0%
CDE vs RKT
-10.3%
+199.2%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | -3.1% | -6.3% | +3.2% | -1.0% |
| 30D | +9.5% | -6.2% | +15.7% | +11.7% |
| 3M | +25.5% | -1.9% | +27.3% | +25.5% |
| 6M | -7.9% | -13.0% | +5.1% | -4.6% |
| YTD | +15.6% | -31.9% | +47.5% | +29.2% |
| 1Y | +34.0% | -37.6% | +71.6% | +52.2% |
| 3Y | +791.9% | +36.8% | +755.1% | +614.0% |
| All | +189.0% | -10.3% | +199.2% | +152.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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