-89.8%
CDE vs XEL
+1,926.0%
-2,015.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.9% |
| 7D | -6.1% | -1.2% | -4.8% | -5.8% |
| 30D | +9.5% | -2.9% | +12.4% | +10.3% |
| 3M | +32.0% | -2.7% | +34.7% | +32.9% |
| 6M | -12.8% | -6.5% | -6.3% | -11.4% |
| YTD | +14.2% | +3.6% | +10.6% | +12.9% |
| 1Y | +36.3% | +7.5% | +28.8% | +33.3% |
| 3Y | +821.4% | +46.3% | +775.1% | +727.3% |
| 5Y | +194.3% | +30.5% | +163.7% | +172.5% |
| 10Y | +53.2% | +151.4% | -98.2% | +26.3% |
| All | -89.8% | +1,926.0% | -2,015.8% | -90.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling