+189.0%
CDE vs TEL
+56.5%
+132.5%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.6% | -2.4% | -1.3% |
| 7D | -3.1% | +1.6% | -4.7% | -4.2% |
| 30D | +9.5% | -0.7% | +10.1% | +9.5% |
| 3M | +25.5% | +2.4% | +23.1% | +22.8% |
| 6M | -7.9% | +4.1% | -12.0% | -11.1% |
| YTD | +15.6% | -5.8% | +21.4% | +18.7% |
| 1Y | +34.0% | +0.9% | +33.2% | +30.9% |
| 3Y | +791.9% | +72.6% | +719.3% | +472.1% |
| All | +189.0% | +56.5% | +132.5% | +89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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