+791.9%
CDE vs TGT
+39.9%
+752.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.2% |
| 7D | -3.1% | -5.2% | +2.1% | -1.6% |
| 30D | +9.5% | +1.2% | +8.3% | +8.9% |
| 3M | +25.5% | +18.4% | +7.1% | +18.9% |
| 6M | -7.9% | +33.4% | -41.3% | -16.5% |
| YTD | +15.6% | +63.8% | -48.3% | -2.6% |
| 1Y | +34.0% | +77.2% | -43.1% | +9.3% |
| 3Y | +791.9% | +41.8% | +750.1% | +695.6% |
| All | +791.9% | +39.9% | +752.0% | +695.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling