-6.5%
CDE vs SOLS
+17.0%
-23.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -3.1% | -3.5% | +0.3% | -2.1% |
| 30D | +9.5% | -1.0% | +10.4% | +9.5% |
| 3M | +25.5% | -24.1% | +49.6% | +35.5% |
| 6M | -7.9% | -18.0% | +10.1% | -3.2% |
| YTD | +15.6% | +27.1% | -11.5% | +7.1% |
| All | -6.5% | +17.0% | -23.5% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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