+791.9%
CDE vs SYY
+29.1%
+762.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | +0.8% |
| 7D | -3.1% | +3.9% | -7.1% | -4.3% |
| 30D | +9.5% | -1.7% | +11.2% | +10.1% |
| 3M | +25.5% | +5.2% | +20.3% | +23.1% |
| 6M | -7.9% | -0.2% | -7.7% | -8.6% |
| YTD | +15.6% | +15.4% | +0.2% | +9.9% |
| 1Y | +34.0% | +5.6% | +28.5% | +30.8% |
| 3Y | +791.9% | +28.9% | +763.0% | +621.3% |
| All | +791.9% | +29.1% | +762.8% | +621.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 3y: compounded portfolio wealth divided by compounded SYY 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…
3y analysis · Full analysis span regression · 6 months rolling