-89.7%
CDE vs TROW
+13,984.0%
-14,073.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.2% | +2.4% | +1.5% |
| 7D | -3.1% | -3.2% | +0.1% | -2.3% |
| 30D | +9.5% | -4.6% | +14.1% | +10.8% |
| 3M | +25.5% | -0.7% | +26.1% | +25.9% |
| 6M | -7.9% | +22.2% | -30.1% | -12.1% |
| YTD | +15.6% | +6.6% | +8.9% | +14.0% |
| 1Y | +34.0% | +5.8% | +28.2% | +32.6% |
| 3Y | +791.9% | +11.6% | +780.3% | +773.3% |
| 5Y | +197.7% | -38.9% | +236.7% | +228.8% |
| 10Y | +55.0% | +128.5% | -73.5% | +31.0% |
| All | -89.7% | +13,984.0% | -14,073.7% | -91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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