+46.7%
CDE vs SUI
-6.7%
+53.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +1.9% |
| 7D | -2.0% | -4.3% | +2.3% | -1.0% |
| 30D | +15.7% | -2.1% | +17.8% | +16.3% |
| 3M | +30.5% | -6.1% | +36.6% | +32.2% |
| 6M | -7.4% | -12.8% | +5.4% | -2.6% |
| YTD | +17.9% | -4.6% | +22.5% | +22.4% |
| 1Y | +46.7% | -7.7% | +54.4% | +53.6% |
| All | +46.7% | -6.7% | +53.4% | +53.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling