-89.5%
CDE vs SUI
+4,037.5%
-4,127.1%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.7% |
| 7D | +0.5% | -2.8% | +3.4% | +2.0% |
| 30D | +21.9% | -1.2% | +23.0% | +22.6% |
| 3M | +14.9% | -1.7% | +16.7% | +15.1% |
| 6M | -10.5% | -10.5% | 0.0% | -6.0% |
| YTD | +19.3% | -1.8% | +21.1% | +19.7% |
| 1Y | +50.8% | -4.1% | +54.9% | +52.5% |
| 3Y | +782.3% | +11.3% | +771.1% | +716.7% |
| 5Y | +191.7% | -32.1% | +223.8% | +243.2% |
| 10Y | +57.6% | +110.4% | -52.8% | +5.6% |
| All | -89.5% | +4,037.5% | -4,127.1% | -97.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling