+258.5%
CDE vs TRU
+225.6%
+32.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.1% |
| 7D | -6.1% | -9.4% | +3.3% | -2.2% |
| 30D | +9.5% | -4.1% | +13.6% | +11.3% |
| 3M | +32.0% | +13.6% | +18.4% | +23.6% |
| 6M | -12.8% | +3.6% | -16.4% | -15.5% |
| YTD | +14.2% | -9.8% | +24.0% | +16.3% |
| 1Y | +36.3% | -13.6% | +49.9% | +40.1% |
| 3Y | +821.4% | -2.0% | +823.3% | +758.2% |
| 5Y | +194.3% | -35.8% | +230.1% | +221.8% |
| 10Y | +53.2% | +142.9% | -89.7% | +1.9% |
| All | +258.5% | +225.6% | +32.9% | +120.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling