+56.1%
CDE vs TRGP
+863.3%
-807.2%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.7% | +1.3% |
| 7D | -3.1% | +0.1% | -3.2% | -3.2% |
| 30D | +9.5% | +8.0% | +1.4% | +6.6% |
| 3M | +25.5% | +8.3% | +17.2% | +21.1% |
| 6M | -7.9% | +23.9% | -31.8% | -15.4% |
| YTD | +15.6% | +59.6% | -44.1% | -2.0% |
| 1Y | +34.0% | +79.4% | -45.4% | +9.1% |
| 3Y | +791.9% | +269.4% | +522.5% | +483.1% |
| 5Y | +197.7% | +641.6% | -443.9% | +63.8% |
| All | +56.1% | +863.3% | -807.2% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling