+189.0%
CDE vs SCCO
+303.5%
-114.6%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.5% |
| 7D | -3.1% | -2.7% | -0.5% | -1.3% |
| 30D | +9.5% | -0.7% | +10.2% | +8.9% |
| 3M | +25.5% | +8.1% | +17.4% | +16.3% |
| 6M | -7.9% | +4.1% | -12.0% | -11.6% |
| YTD | +15.6% | +41.1% | -25.6% | -16.9% |
| 1Y | +34.0% | +95.6% | -61.5% | -27.7% |
| 3Y | +791.9% | +179.3% | +612.7% | +248.0% |
| All | +189.0% | +303.5% | -114.6% | -22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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