+791.9%
CDE vs SHAK
-2.6%
+794.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.2% | -2.0% | +0.2% |
| 7D | -3.1% | -8.3% | +5.2% | -0.6% |
| 30D | +9.5% | -12.6% | +22.1% | +14.1% |
| 3M | +25.5% | +9.1% | +16.4% | +22.2% |
| 6M | -7.9% | -31.2% | +23.4% | +1.0% |
| YTD | +15.6% | -21.6% | +37.1% | +21.6% |
| 1Y | +34.0% | -38.8% | +72.8% | +51.2% |
| 3Y | +791.9% | +0.6% | +791.3% | +580.9% |
| All | +791.9% | -2.6% | +794.6% | +580.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 3y: compounded portfolio wealth divided by compounded SHAK 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…
3y analysis · Full analysis span regression · 6 months rolling