+5.6%
CDE vs TRI
-22.4%
+28.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +6.4% | +2.3% | +9.5% |
| 7D | +1.1% | +1.0% | +0.1% | +1.2% |
| 30D | -14.5% | +20.8% | -35.2% | -12.5% |
| 3M | -10.1% | +8.1% | -18.2% | -8.9% |
| 6M | -16.9% | +24.2% | -41.0% | -13.6% |
| YTD | -18.1% | -7.8% | -10.4% | +1.0% |
| 1Y | +5.6% | -16.7% | +22.3% | +32.5% |
| All | +5.6% | -22.4% | +28.1% | +32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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