+4,404.4%
DELL vs CDE
+61.6%
+4,342.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.2% | +10.8% | +11.8% |
| 7D | +8.2% | -3.1% | +11.3% | +8.8% |
| 30D | +17.1% | +9.5% | +7.6% | +15.4% |
| 3M | +45.2% | +25.5% | +19.7% | +39.7% |
| 6M | +286.8% | -7.9% | +294.7% | +286.9% |
| YTD | +354.8% | +15.6% | +339.2% | +339.3% |
| 1Y | +358.3% | +34.0% | +324.2% | +330.7% |
| 3Y | +724.9% | +791.9% | -67.0% | +490.9% |
| 5Y | +1,193.7% | +197.7% | +996.0% | +899.8% |
| All | +4,404.4% | +61.6% | +4,342.8% | +3,137.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling