-89.8%
CDE vs SCHW
+52,067.9%
-52,157.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.9% | -3.2% |
| 7D | -6.1% | -2.8% | -3.3% | -5.7% |
| 30D | +9.5% | -0.1% | +9.5% | +9.4% |
| 3M | +32.0% | +20.6% | +11.4% | +28.8% |
| 6M | -12.8% | +15.9% | -28.7% | -14.6% |
| YTD | +14.2% | +8.5% | +5.7% | +12.8% |
| 1Y | +36.3% | +17.8% | +18.5% | +33.3% |
| 3Y | +821.4% | +88.5% | +732.9% | +751.7% |
| 5Y | +194.3% | +60.6% | +133.6% | +174.7% |
| 10Y | +53.2% | +298.0% | -244.8% | +28.0% |
| All | -89.8% | +52,067.9% | -52,157.7% | -89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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