-89.2%
CDE vs RMD
+35,207.1%
-35,296.3%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.3% |
| 7D | -3.1% | -4.4% | +1.3% | -2.2% |
| 30D | +9.5% | -3.1% | +12.6% | +10.3% |
| 3M | +25.5% | +13.8% | +11.7% | +21.7% |
| 6M | -7.9% | -8.6% | +0.7% | -6.4% |
| YTD | +15.6% | -8.6% | +24.2% | +17.4% |
| 1Y | +34.0% | -19.7% | +53.7% | +40.0% |
| 3Y | +791.9% | +48.4% | +743.5% | +712.6% |
| 5Y | +197.7% | -22.7% | +220.5% | +207.1% |
| 10Y | +55.0% | +272.5% | -217.5% | +22.3% |
| All | -89.2% | +35,207.1% | -35,296.3% | -94.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling