+781.5%
CDE vs TRMB
+10.8%
+770.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.2% | -2.7% |
| 7D | -6.1% | -5.4% | -0.6% | -3.4% |
| 30D | +9.5% | -2.0% | +11.4% | +10.5% |
| 3M | +32.0% | +12.3% | +19.7% | +23.0% |
| 6M | -12.8% | -17.6% | +4.8% | -4.5% |
| YTD | +14.2% | -27.5% | +41.7% | +33.3% |
| 1Y | +36.3% | -29.1% | +65.4% | +61.2% |
| All | +781.5% | +10.8% | +770.7% | +622.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling