-89.8%
CDE vs SONY
+516.3%
-606.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.5% | -3.3% |
| 7D | -6.1% | -5.8% | -0.3% | -4.3% |
| 30D | +9.5% | -0.4% | +9.9% | +9.5% |
| 3M | +32.0% | +13.3% | +18.7% | +25.9% |
| 6M | -12.8% | +8.5% | -21.3% | -15.4% |
| YTD | +14.2% | -8.1% | +22.3% | +17.0% |
| 1Y | +36.3% | -17.9% | +54.2% | +44.5% |
| 3Y | +821.4% | +41.4% | +780.0% | +721.2% |
| 5Y | +194.3% | +9.3% | +185.0% | +181.7% |
| 10Y | +53.2% | +283.0% | -229.8% | +3.5% |
| All | -89.8% | +516.3% | -606.1% | -93.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling