-92.4%
CDE vs SUI
+4,109.4%
-4,201.8%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.5% | +7.2% | +6.5% |
| 7D | +18.1% | +6.2% | +11.9% | +14.6% |
| 30D | -6.2% | +8.6% | -14.8% | -10.5% |
| 3M | -1.2% | +1.0% | -2.1% | -2.2% |
| 6M | -17.4% | -2.6% | -14.8% | -17.4% |
| YTD | -13.1% | -0.1% | -13.0% | -14.1% |
| 1Y | +7.3% | +0.5% | +6.8% | +5.8% |
| 3Y | +522.0% | +15.3% | +506.7% | +463.6% |
| 5Y | +123.2% | -26.1% | +149.3% | +151.0% |
| 10Y | +37.9% | +117.8% | -79.9% | -9.7% |
| All | -92.4% | +4,109.4% | -4,201.8% | -98.2% |
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