+835.9%
CDE vs SUI
+12.1%
+823.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.2% | -2.0% |
| 7D | +2.3% | -3.1% | +5.4% | +3.8% |
| 30D | +18.8% | -2.3% | +21.1% | +20.1% |
| 3M | +23.5% | -2.8% | +26.3% | +24.3% |
| 6M | -8.6% | -12.4% | +3.7% | -2.7% |
| YTD | +16.0% | -3.3% | +19.3% | +17.5% |
| 1Y | +42.1% | -5.8% | +47.9% | +45.5% |
| 3Y | +835.9% | +12.5% | +823.4% | +724.6% |
| All | +835.9% | +12.1% | +823.8% | +724.6% |
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 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