+194.3%
CDE vs TECH
-42.4%
+236.7%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.1% |
| 7D | -6.1% | -0.5% | -5.5% | -5.9% |
| 30D | +9.5% | 0.0% | +9.5% | +9.5% |
| 3M | +32.0% | +37.4% | -5.5% | +16.3% |
| 6M | -12.8% | +36.9% | -49.7% | -25.0% |
| YTD | +14.2% | +23.1% | -8.9% | +2.4% |
| 1Y | +36.3% | +42.2% | -5.9% | +14.0% |
| 3Y | +821.4% | +1.9% | +819.5% | +755.9% |
| 5Y | +194.3% | -42.9% | +237.2% | +219.4% |
| All | +194.3% | -42.4% | +236.7% | +219.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling