-89.7%
CDE vs TECH
+100,620.9%
-100,710.6%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +19.8% |
| 6M | -7.9% | +34.9% | -42.8% | -12.9% |
| YTD | +15.6% | +23.2% | -7.6% | +10.8% |
| 1Y | +34.0% | +36.3% | -2.3% | +26.4% |
| 3Y | +791.9% | +2.3% | +789.6% | +770.5% |
| 5Y | +197.7% | -42.9% | +240.6% | +211.6% |
| 10Y | +55.0% | +188.4% | -133.4% | +34.4% |
| All | -89.7% | +100,620.9% | -100,710.6% | -93.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling