+62.0%
CDE vs TPR
+7,380.8%
-7,318.8%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +0.5% | -2.3% | +2.8% | +1.2% |
| 30D | +21.9% | -23.0% | +44.8% | +30.4% |
| 3M | +14.9% | -12.5% | +27.4% | +18.5% |
| 6M | -10.5% | -21.4% | +10.9% | -4.8% |
| YTD | +19.3% | -3.5% | +22.8% | +19.1% |
| 1Y | +50.8% | +17.4% | +33.5% | +42.2% |
| 3Y | +782.3% | +291.3% | +491.1% | +482.0% |
| 5Y | +191.7% | +241.9% | -50.2% | +94.4% |
| 10Y | +57.6% | +322.7% | -265.0% | -11.9% |
| All | +62.0% | +7,380.8% | -7,318.8% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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