+189.0%
CDE vs TRMB
-39.0%
+227.9%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.3% | +0.4% |
| 7D | -3.1% | -3.0% | -0.1% | -1.6% |
| 30D | +9.5% | +2.3% | +7.1% | +8.2% |
| 3M | +25.5% | +15.3% | +10.2% | +15.3% |
| 6M | -7.9% | -14.7% | +6.8% | -1.2% |
| YTD | +15.6% | -26.4% | +42.0% | +33.6% |
| 1Y | +34.0% | -30.4% | +64.5% | +59.8% |
| 3Y | +791.9% | +13.5% | +778.4% | +681.5% |
| All | +189.0% | -39.0% | +227.9% | +203.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling