+161.8%
CDE vs SPOT
+218.6%
-56.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.5% | -0.2% | -2.0% |
| 7D | +2.3% | -2.9% | +5.1% | +3.2% |
| 30D | +18.8% | +8.3% | +10.5% | +15.7% |
| 3M | +23.5% | +5.1% | +18.4% | +21.1% |
| 6M | -8.6% | -6.5% | -2.2% | -7.9% |
| YTD | +16.0% | -9.0% | +25.0% | +16.9% |
| 1Y | +42.1% | -26.4% | +68.5% | +52.3% |
| 3Y | +835.9% | +240.0% | +595.9% | +541.4% |
| 5Y | +197.6% | +111.7% | +85.9% | +114.0% |
| All | +161.8% | +218.6% | -56.8% | +65.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling