+599.8%
CDE vs SPMO
+562.6%
+37.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.8% | -1.3% | -1.2% |
| 7D | -6.1% | +0.1% | -6.1% | -6.2% |
| 30D | +9.5% | -0.7% | +10.2% | +10.1% |
| 3M | +32.0% | +2.8% | +29.2% | +27.4% |
| 6M | -12.8% | +24.4% | -37.2% | -30.3% |
| YTD | +14.2% | +24.2% | -10.0% | -8.0% |
| 1Y | +36.3% | +24.5% | +11.8% | +10.2% |
| 3Y | +821.4% | +155.6% | +665.8% | +262.1% |
| 5Y | +194.3% | +148.2% | +46.1% | +20.3% |
| 10Y | +53.2% | +514.8% | -461.6% | -58.7% |
| All | +599.8% | +562.6% | +37.2% | +92.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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