+22.7%
CDE vs TRI
+499.2%
-476.5%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.4% |
| 7D | -6.1% | -14.4% | +8.3% | +2.2% |
| 30D | +9.5% | -8.1% | +17.6% | +14.0% |
| 3M | +32.0% | +17.5% | +14.5% | +14.8% |
| 6M | -12.8% | -5.0% | -7.8% | -16.9% |
| YTD | +14.2% | -24.7% | +38.9% | +22.3% |
| 1Y | +36.3% | -41.5% | +77.8% | +71.8% |
| 3Y | +821.4% | -20.3% | +841.7% | +818.7% |
| 5Y | +194.3% | -10.9% | +205.2% | +168.7% |
| 10Y | +53.2% | +190.6% | -137.4% | -39.1% |
| All | +22.7% | +499.2% | -476.5% | -69.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling