+160.8%
CDE vs SPOT
+216.9%
-56.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.9% |
| 7D | -3.1% | -3.1% | 0.0% | -2.2% |
| 30D | +9.5% | +7.4% | +2.1% | +6.9% |
| 3M | +25.5% | +8.2% | +17.3% | +22.1% |
| 6M | -7.9% | +2.2% | -10.1% | -9.6% |
| YTD | +15.6% | -9.5% | +25.0% | +16.7% |
| 1Y | +34.0% | -23.8% | +57.9% | +42.3% |
| 3Y | +791.9% | +233.5% | +558.4% | +514.4% |
| 5Y | +197.7% | +112.2% | +85.5% | +114.1% |
| All | +160.8% | +216.9% | -56.1% | +65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 10y: compounded portfolio wealth divided by compounded SPOT 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…
10y analysis · Full analysis span regression · 6 months rolling