+194.3%
CDE vs SPOT
+111.2%
+83.0%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.1% |
| 7D | -6.1% | -6.9% | +0.8% | -3.7% |
| 30D | +9.5% | +4.1% | +5.3% | +7.6% |
| 3M | +32.0% | +3.7% | +28.3% | +29.5% |
| 6M | -12.8% | -1.6% | -11.2% | -13.5% |
| YTD | +14.2% | -10.2% | +24.4% | +15.8% |
| 1Y | +36.3% | -25.9% | +62.2% | +47.8% |
| 3Y | +821.4% | +235.6% | +585.8% | +485.9% |
| 5Y | +194.3% | +110.6% | +83.7% | +97.3% |
| All | +194.3% | +111.2% | +83.0% | +97.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling