+56.1%
CDE vs TD
+306.3%
-250.2%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +0.6% |
| 7D | -3.1% | -0.5% | -2.6% | -2.7% |
| 30D | +9.5% | -1.9% | +11.4% | +10.9% |
| 3M | +25.5% | +4.8% | +20.7% | +20.8% |
| 6M | -7.9% | +28.0% | -35.9% | -23.7% |
| YTD | +15.6% | +30.3% | -14.7% | -5.1% |
| 1Y | +34.0% | +59.8% | -25.7% | -5.5% |
| 3Y | +791.9% | +124.7% | +667.2% | +389.9% |
| 5Y | +197.7% | +127.0% | +70.8% | +64.7% |
| All | +56.1% | +306.3% | -250.2% | -48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 10y: compounded portfolio wealth divided by compounded TD 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…
10y analysis · Full analysis span regression · 6 months rolling