+607.2%
CDE vs SUI
+16.6%
+590.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.5% | +7.2% | +6.4% |
| 7D | +18.1% | +6.2% | +11.9% | +15.1% |
| 30D | -6.2% | +8.6% | -14.8% | -10.1% |
| 3M | -1.2% | +1.0% | -2.1% | -2.0% |
| 6M | -17.4% | -2.6% | -14.8% | -17.3% |
| YTD | -13.1% | -0.1% | -13.0% | -13.7% |
| 1Y | +7.3% | +0.5% | +6.8% | +6.3% |
| All | +607.2% | +16.6% | +590.6% | +383.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling