+791.9%
CDE vs SONY
+42.2%
+749.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +0.3% |
| 7D | -3.1% | -2.7% | -0.4% | -1.7% |
| 30D | +9.5% | +1.5% | +7.9% | +8.2% |
| 3M | +25.5% | +13.0% | +12.5% | +15.2% |
| 6M | -7.9% | +11.2% | -19.1% | -14.4% |
| YTD | +15.6% | -6.6% | +22.2% | +18.1% |
| 1Y | +34.0% | -18.1% | +52.2% | +46.5% |
| 3Y | +791.9% | +42.1% | +749.8% | +630.2% |
| All | +791.9% | +42.2% | +749.7% | +630.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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