+189.0%
CDE vs SYF
+77.7%
+111.3%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +0.9% |
| 7D | -3.1% | -4.9% | +1.8% | -1.1% |
| 30D | +9.5% | -4.3% | +13.8% | +11.3% |
| 3M | +25.5% | +5.5% | +20.0% | +22.9% |
| 6M | -7.9% | +17.5% | -25.4% | -13.2% |
| YTD | +15.6% | -7.8% | +23.3% | +18.3% |
| 1Y | +34.0% | +1.6% | +32.4% | +32.0% |
| 3Y | +791.9% | +154.8% | +637.1% | +474.8% |
| All | +189.0% | +77.7% | +111.3% | +97.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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