+56.1%
CDE vs TRU
+147.2%
-91.1%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.2% | +0.8% |
| 7D | -3.1% | -2.7% | -0.4% | -2.0% |
| 30D | +9.5% | -2.0% | +11.5% | +10.4% |
| 3M | +25.5% | +18.4% | +7.0% | +15.5% |
| 6M | -7.9% | +8.9% | -16.8% | -12.8% |
| YTD | +15.6% | -8.9% | +24.5% | +17.2% |
| 1Y | +34.0% | -15.9% | +49.9% | +39.5% |
| 3Y | +791.9% | -1.1% | +793.0% | +726.2% |
| 5Y | +197.7% | -35.2% | +232.9% | +226.3% |
| All | +56.1% | +147.2% | -91.1% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling