+51.6%
CDE vs SUI
+123.0%
-71.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.2% | -2.8% |
| 7D | -9.6% | -1.5% | -8.2% | -8.8% |
| 30D | -6.7% | +3.7% | -10.4% | -9.1% |
| 3M | -24.2% | -0.4% | -23.8% | -24.5% |
| 6M | -29.1% | -2.8% | -26.3% | -29.1% |
| YTD | -21.5% | -1.6% | -19.9% | -21.8% |
| 1Y | -7.4% | -2.1% | -5.3% | -7.5% |
| 3Y | +596.3% | +18.5% | +577.8% | +503.7% |
| 5Y | +95.7% | -26.5% | +122.3% | +123.4% |
| All | +51.6% | +123.0% | -71.4% | +19.6% |
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