-92.6%
CDE vs SUI
+4,038.8%
-4,131.4%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.3% |
| 7D | +3.1% | -2.4% | +5.5% | +4.4% |
| 30D | -10.3% | +3.3% | -13.7% | -12.2% |
| 3M | -19.1% | +0.7% | -19.8% | -19.8% |
| 6M | -24.0% | -4.1% | -19.9% | -23.4% |
| YTD | -15.6% | -1.8% | -13.8% | -15.8% |
| 1Y | -1.1% | -4.1% | +3.0% | -0.1% |
| 3Y | +613.1% | +17.4% | +595.7% | +539.9% |
| 5Y | +109.3% | -27.0% | +136.3% | +136.9% |
| 10Y | +64.4% | +121.2% | -56.7% | +7.0% |
| All | -92.6% | +4,038.8% | -4,131.4% | -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