+5.6%
CDE vs TGT
+86.7%
-81.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +5.6% | +3.1% | +8.0% |
| 7D | +1.1% | +9.5% | -8.4% | 0.0% |
| 30D | -14.5% | +6.6% | -21.1% | -15.2% |
| 3M | -10.1% | +11.0% | -21.0% | -11.0% |
| 6M | -16.9% | +29.9% | -46.7% | -18.8% |
| YTD | -18.1% | +71.4% | -89.6% | -26.0% |
| 1Y | +5.6% | +88.6% | -83.0% | -8.7% |
| All | +5.6% | +86.7% | -81.1% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 1y: compounded portfolio wealth divided by compounded TGT 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…
1y analysis · Full analysis span regression · 6 months rolling