+189.0%
CDE vs TECK
+180.1%
+8.8%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.6% |
| 7D | -3.1% | -3.8% | +0.7% | -0.6% |
| 30D | +9.5% | +0.7% | +8.7% | +8.5% |
| 3M | +25.5% | +4.6% | +20.9% | +21.1% |
| 6M | -7.9% | +25.1% | -33.0% | -21.0% |
| YTD | +15.6% | +39.2% | -23.6% | -8.3% |
| 1Y | +34.0% | +60.3% | -26.3% | -3.3% |
| 3Y | +791.9% | +62.9% | +729.0% | +537.9% |
| All | +189.0% | +180.1% | +8.8% | +54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 TECK 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