+194.3%
CDE vs RRC
+150.0%
+44.3%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.5% | -3.2% |
| 7D | -6.1% | -1.2% | -4.9% | -5.7% |
| 30D | +9.5% | +3.0% | +6.5% | +8.4% |
| 3M | +32.0% | +7.3% | +24.7% | +28.4% |
| 6M | -12.8% | +3.6% | -16.4% | -15.1% |
| YTD | +14.2% | +19.4% | -5.2% | +5.5% |
| 1Y | +36.3% | +21.4% | +14.9% | +24.3% |
| 3Y | +821.4% | +32.8% | +788.6% | +704.4% |
| 5Y | +194.3% | +152.0% | +42.3% | +117.5% |
| All | +194.3% | +150.0% | +44.3% | +117.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling