-89.5%
CDE vs SYY
+4,545.1%
-4,634.6%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.2% | -0.5% | +1.2% |
| 7D | -2.0% | -0.2% | -1.7% | -1.9% |
| 30D | +15.7% | -2.7% | +18.4% | +16.3% |
| 3M | +30.5% | +5.9% | +24.6% | +28.9% |
| 6M | -7.4% | -2.3% | -5.1% | -7.3% |
| YTD | +17.9% | +13.1% | +4.8% | +14.7% |
| 1Y | +46.7% | +3.8% | +43.0% | +44.9% |
| 3Y | +851.3% | +26.7% | +824.6% | +800.3% |
| 5Y | +202.9% | +19.4% | +183.5% | +190.5% |
| 10Y | +58.2% | +112.0% | -53.8% | +36.7% |
| All | -89.5% | +4,545.1% | -4,634.6% | -85.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling