+56.1%
CDE vs TRI
+196.2%
-140.1%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +0.6% |
| 7D | -3.1% | -7.9% | +4.8% | -0.3% |
| 30D | +9.5% | -4.5% | +14.0% | +10.8% |
| 3M | +25.5% | +22.1% | +3.4% | +12.7% |
| 6M | -7.9% | -2.8% | -5.1% | -10.4% |
| YTD | +15.6% | -23.4% | +39.0% | +26.0% |
| 1Y | +34.0% | -41.5% | +75.6% | +71.3% |
| 3Y | +791.9% | -19.2% | +811.1% | +799.8% |
| 5Y | +197.7% | -9.4% | +207.1% | +173.0% |
| All | +56.1% | +196.2% | -140.1% | -17.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling