+319.1%
DELL vs CDE
+54.5%
+264.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +2.0% |
| 7D | +14.9% | +0.5% | +14.4% | +14.9% |
| 30D | +13.3% | +21.9% | -8.6% | +6.9% |
| 3M | +24.4% | +14.9% | +9.5% | +17.8% |
| 6M | +258.0% | -10.5% | +268.5% | +255.3% |
| YTD | +320.2% | +19.3% | +300.9% | +292.0% |
| 1Y | +319.1% | +50.8% | +268.2% | +272.0% |
| All | +319.1% | +54.5% | +264.5% | +272.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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