+139.4%
CDE vs RKT
-11.2%
+150.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.8% | +4.4% | +2.2% |
| 7D | -2.0% | -1.0% | -1.0% | -1.8% |
| 30D | +15.7% | -2.4% | +18.1% | +16.3% |
| 3M | +30.5% | +1.9% | +28.6% | +29.7% |
| 6M | -7.4% | -13.9% | +6.5% | -4.9% |
| YTD | +17.9% | -30.6% | +48.5% | +26.4% |
| 1Y | +46.7% | -34.4% | +81.1% | +58.0% |
| 3Y | +851.3% | +38.2% | +813.1% | +762.4% |
| 5Y | +202.9% | -9.7% | +212.6% | +176.2% |
| All | +139.4% | -11.2% | +150.6% | +118.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling