+5.6%
CDE vs TRMB
-31.2%
+36.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -17.3% | +26.0% | +11.3% |
| 7D | +1.1% | -15.7% | +16.8% | +2.8% |
| 30D | -14.5% | -7.8% | -6.7% | -15.8% |
| 3M | -10.1% | -9.3% | -0.8% | -11.0% |
| 6M | -16.9% | -20.8% | +3.9% | -13.1% |
| YTD | -18.1% | -30.8% | +12.6% | -10.1% |
| 1Y | +5.6% | -31.0% | +36.6% | +16.4% |
| All | +5.6% | -31.2% | +36.8% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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