+681.4%
NFLX vs CDE
+61.6%
+619.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.6% | +1.7% |
| 7D | -1.1% | -3.1% | +2.0% | -0.7% |
| 30D | +4.3% | +9.5% | -5.2% | +3.1% |
| 3M | -4.8% | +25.5% | -30.2% | -7.7% |
| 6M | -18.4% | -7.9% | -10.5% | -18.8% |
| YTD | -17.4% | +15.6% | -33.0% | -20.7% |
| 1Y | -35.7% | +34.0% | -69.7% | -39.8% |
| 3Y | +73.8% | +791.9% | -718.1% | +24.0% |
| 5Y | +29.3% | +197.7% | -168.5% | -0.1% |
| All | +681.4% | +61.6% | +619.8% | +477.4% |
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