+58.2%
CDE vs SUI
+104.7%
-46.6%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +2.4% |
| 7D | -2.0% | -4.3% | +2.3% | +0.5% |
| 30D | +15.7% | -2.1% | +17.8% | +17.2% |
| 3M | +30.5% | -6.1% | +36.6% | +34.3% |
| 6M | -7.4% | -12.8% | +5.4% | -0.4% |
| YTD | +17.9% | -4.6% | +22.5% | +20.3% |
| 1Y | +46.7% | -7.7% | +54.4% | +51.9% |
| 3Y | +851.3% | +10.9% | +840.3% | +761.0% |
| 5Y | +202.9% | -32.4% | +235.3% | +264.6% |
| 10Y | +58.2% | +105.7% | -47.5% | +21.7% |
| All | +58.2% | +104.7% | -46.6% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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