+50.8%
CDE vs SYK
-21.3%
+72.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.9% |
| 7D | +0.5% | -8.3% | +8.9% | +0.5% |
| 30D | +21.9% | -10.1% | +31.9% | +21.9% |
| 3M | +14.9% | +0.9% | +14.0% | +15.5% |
| 6M | -10.5% | -20.2% | +9.7% | -10.4% |
| YTD | +19.3% | -13.3% | +32.5% | +22.4% |
| 1Y | +50.8% | -22.3% | +73.2% | +49.3% |
| All | +50.8% | -21.3% | +72.1% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 1y: compounded portfolio wealth divided by compounded SYK 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…
1y analysis · Full analysis span regression · 6 months rolling