+596.3%
CDE vs SO
+52.7%
+543.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.2% | -3.4% | -2.5% |
| 7D | -9.6% | +1.4% | -11.0% | -9.8% |
| 30D | -6.7% | +4.7% | -11.4% | -7.7% |
| 3M | -24.2% | +1.7% | -25.9% | -24.6% |
| 6M | -29.1% | +2.2% | -31.3% | -29.8% |
| YTD | -21.5% | +10.0% | -31.5% | -24.3% |
| 1Y | -7.4% | +6.0% | -13.4% | -9.4% |
| 3Y | +596.3% | +54.1% | +542.2% | +273.4% |
| All | +596.3% | +52.7% | +543.6% | +273.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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