+197.6%
CDE vs SUI
-32.1%
+229.7%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.2% | -1.9% |
| 7D | +2.3% | -3.1% | +5.4% | +4.1% |
| 30D | +18.8% | -2.3% | +21.1% | +20.4% |
| 3M | +23.5% | -2.8% | +26.3% | +24.4% |
| 6M | -8.6% | -12.4% | +3.7% | -1.9% |
| 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% | +727.6% |
| 5Y | +197.6% | -32.9% | +230.5% | +240.9% |
| All | +197.6% | -32.1% | +229.7% | +240.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling