+56.1%
CDE vs XEL
+151.6%
-95.5%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.1% |
| 7D | -3.1% | -0.3% | -2.8% | -3.0% |
| 30D | +9.5% | -3.9% | +13.4% | +11.9% |
| 3M | +25.5% | -2.8% | +28.3% | +27.3% |
| 6M | -7.9% | -5.4% | -2.5% | -5.5% |
| YTD | +15.6% | +3.8% | +11.8% | +12.3% |
| 1Y | +34.0% | +6.8% | +27.2% | +27.5% |
| 3Y | +791.9% | +45.6% | +746.3% | +583.3% |
| 5Y | +197.7% | +30.7% | +167.0% | +144.0% |
| All | +56.1% | +151.6% | -95.5% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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