+189.0%
CDE vs RMD
-23.0%
+212.0%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.5% |
| 7D | -3.1% | -4.4% | +1.3% | -1.1% |
| 30D | +9.5% | -3.1% | +12.6% | +11.1% |
| 3M | +25.5% | +13.8% | +11.7% | +17.2% |
| 6M | -7.9% | -8.6% | +0.7% | -4.4% |
| YTD | +15.6% | -8.6% | +24.2% | +19.7% |
| 1Y | +34.0% | -19.7% | +53.7% | +47.6% |
| 3Y | +791.9% | +48.4% | +743.5% | +586.6% |
| All | +189.0% | -23.0% | +212.0% | +181.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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