+50.8%
CDE vs TXT
-1.0%
+51.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.6% |
| 7D | +0.5% | -4.8% | +5.3% | +4.0% |
| 30D | +21.9% | -10.6% | +32.5% | +31.7% |
| 3M | +14.9% | -13.2% | +28.1% | +26.3% |
| 6M | -10.5% | -20.3% | +9.8% | +3.4% |
| YTD | +19.3% | -9.3% | +28.5% | +25.0% |
| 1Y | +50.8% | -2.7% | +53.5% | +56.9% |
| All | +50.8% | -1.0% | +51.8% | +56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 1y: compounded portfolio wealth divided by compounded TXT 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…
1y analysis · Full analysis span regression · 6 months rolling