+57.4%
INTC vs CDE
+0.7%
+56.6%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +8.7% | -12.5% | -6.5% |
| 7D | -39.0% | +1.1% | -40.1% | -38.9% |
| 30D | -49.8% | -14.5% | -35.4% | -47.5% |
| 3M | -42.2% | -10.1% | -32.2% | -41.2% |
| 6M | -39.2% | -16.9% | -22.3% | -37.0% |
| YTD | +57.9% | -18.1% | +76.0% | +59.5% |
| 1Y | +57.4% | +5.6% | +51.7% | +38.2% |
| All | +57.4% | +0.7% | +56.6% | +38.2% |
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 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