+189.0%
CDE vs SPXU
-86.1%
+275.1%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.4% | +3.6% | -0.1% |
| 7D | -3.1% | +2.5% | -5.6% | -1.8% |
| 30D | +9.5% | +4.2% | +5.3% | +12.2% |
| 3M | +25.5% | -9.3% | +34.7% | +21.9% |
| 6M | -7.9% | -30.7% | +22.8% | -18.6% |
| YTD | +15.6% | -28.1% | +43.7% | +5.3% |
| 1Y | +34.0% | -35.2% | +69.3% | +18.5% |
| 3Y | +791.9% | -79.9% | +871.8% | +454.5% |
| All | +189.0% | -86.1% | +275.1% | +85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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