+56.1%
CDE vs RRC
+4.9%
+51.2%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +1.5% |
| 7D | -3.1% | -1.8% | -1.3% | -2.7% |
| 30D | +9.5% | +2.7% | +6.8% | +8.8% |
| 3M | +25.5% | +8.8% | +16.7% | +22.9% |
| 6M | -7.9% | -1.2% | -6.7% | -8.5% |
| YTD | +15.6% | +17.6% | -2.0% | +10.3% |
| 1Y | +34.0% | +18.4% | +15.6% | +27.3% |
| 3Y | +791.9% | +33.1% | +758.8% | +722.9% |
| 5Y | +197.7% | +148.2% | +49.6% | +139.4% |
| All | +56.1% | +4.9% | +51.2% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling