-89.5%
CDE vs SMTC
+69,847.7%
-69,937.2%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.6% |
| 7D | -2.0% | +22.5% | -24.4% | -4.2% |
| 30D | +15.7% | +24.9% | -9.2% | +12.5% |
| 3M | +30.5% | +4.1% | +26.4% | +28.7% |
| 6M | -7.4% | +92.6% | -99.9% | -14.7% |
| YTD | +17.9% | +122.5% | -104.6% | +6.9% |
| 1Y | +46.7% | +166.2% | -119.5% | +30.4% |
| 3Y | +851.3% | +577.2% | +274.1% | +644.5% |
| 5Y | +202.9% | +119.0% | +84.0% | +158.3% |
| 10Y | +58.2% | +527.9% | -469.7% | +24.1% |
| All | -89.5% | +69,847.7% | -69,937.2% | -91.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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