-37.8%
NFLX vs CDE
+54.5%
-92.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.9% | -3.5% | -5.2% |
| 7D | -4.2% | +0.5% | -4.8% | -4.3% |
| 30D | +5.5% | +21.9% | -16.4% | +4.0% |
| 3M | -4.1% | +14.9% | -19.0% | -5.3% |
| 6M | -20.7% | -10.5% | -10.2% | -21.0% |
| YTD | -16.5% | +19.3% | -35.8% | -18.9% |
| 1Y | -37.8% | +50.8% | -88.6% | -41.8% |
| All | -37.8% | +54.5% | -92.3% | -41.8% |
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