+56.1%
CDE vs TECH
+189.9%
-133.9%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.2% |
| 7D | -3.1% | -0.4% | -2.7% | -3.0% |
| 30D | +9.5% | 0.0% | +9.5% | +9.5% |
| 3M | +25.5% | +33.7% | -8.2% | +12.2% |
| 6M | -7.9% | +34.9% | -42.8% | -19.8% |
| YTD | +15.6% | +23.2% | -7.6% | +4.0% |
| 1Y | +34.0% | +36.3% | -2.3% | +15.2% |
| 3Y | +791.9% | +2.3% | +789.6% | +729.7% |
| 5Y | +197.7% | -42.9% | +240.6% | +232.7% |
| All | +56.1% | +189.9% | -133.9% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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