+54.3%
CDE vs RY
+377.5%
-323.2%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -2.7% |
| 7D | -6.1% | -2.9% | -3.2% | -3.3% |
| 30D | +9.5% | -2.0% | +11.5% | +11.4% |
| 3M | +32.0% | +4.9% | +27.1% | +25.5% |
| 6M | -12.8% | +26.1% | -38.9% | -30.5% |
| YTD | +14.2% | +22.4% | -8.2% | -5.8% |
| 1Y | +36.3% | +44.7% | -8.4% | -4.3% |
| 3Y | +821.4% | +155.7% | +665.7% | +281.7% |
| 5Y | +194.3% | +137.7% | +56.6% | +32.6% |
| All | +54.3% | +377.5% | -323.2% | -62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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