+4,521.4%
DELL vs CDE
+31.8%
+4,489.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.1% | -2.2% | -4.9% |
| 7D | -1.9% | -6.1% | +4.2% | -1.0% |
| 30D | +14.9% | +9.5% | +5.4% | +13.2% |
| 3M | +37.2% | +32.0% | +5.2% | +31.2% |
| 6M | +254.0% | -12.8% | +266.8% | +256.6% |
| YTD | +306.1% | +14.2% | +291.9% | +293.0% |
| 1Y | +312.3% | +36.3% | +276.0% | +286.7% |
| 3Y | +654.0% | +821.4% | -167.4% | +437.9% |
| 5Y | +1,055.3% | +194.3% | +861.1% | +794.1% |
| 10Y | +3,948.9% | +53.2% | +3,895.7% | +2,891.1% |
| All | +4,521.4% | +31.8% | +4,489.6% | +3,387.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling