+791.9%
CDE vs TRI
-18.9%
+810.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +1.0% |
| 7D | -3.1% | -7.9% | +4.8% | -2.5% |
| 30D | +9.5% | -4.5% | +14.0% | +9.8% |
| 3M | +25.5% | +22.1% | +3.4% | +21.5% |
| 6M | -7.9% | -2.8% | -5.1% | -6.7% |
| YTD | +15.6% | -23.4% | +39.0% | +29.5% |
| 1Y | +34.0% | -41.5% | +75.6% | +70.1% |
| 3Y | +791.9% | -19.2% | +811.1% | +884.8% |
| All | +791.9% | -18.9% | +810.8% | +884.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling