+41.2%
GOOGL vs CDE
+40.5%
+0.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.6% | +1.7% |
| 7D | 0.0% | -3.1% | +3.1% | +0.3% |
| 30D | -1.4% | +9.5% | -10.9% | -2.3% |
| 3M | -5.3% | +25.5% | -30.8% | -7.6% |
| 6M | +9.8% | -7.9% | +17.7% | +8.8% |
| YTD | +8.4% | +15.6% | -7.2% | +4.7% |
| 1Y | +41.2% | +34.0% | +7.1% | +28.6% |
| All | +41.2% | +40.5% | +0.7% | +28.6% |
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