+50.8%
CDE vs SE
-38.5%
+89.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.5% |
| 7D | +0.5% | -6.1% | +6.6% | +3.1% |
| 30D | +21.9% | -2.5% | +24.3% | +22.7% |
| 3M | +14.9% | +21.7% | -6.8% | +5.9% |
| 6M | -10.5% | +27.0% | -37.5% | -19.9% |
| YTD | +19.3% | -12.1% | +31.4% | +23.9% |
| 1Y | +50.8% | -40.9% | +91.7% | +61.5% |
| All | +50.8% | -38.5% | +89.3% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 1y: compounded portfolio wealth divided by compounded SE 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…
1y analysis · Full analysis span regression · 6 months rolling