+70.7%
NFLX vs CDE
+797.0%
-726.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | +0.3% |
| 7D | -8.1% | -6.1% | -2.0% | -7.5% |
| 30D | +1.6% | +9.5% | -7.8% | +0.6% |
| 3M | -7.3% | +32.0% | -39.3% | -10.1% |
| 6M | -21.6% | -12.8% | -8.8% | -21.5% |
| YTD | -18.9% | +14.2% | -33.1% | -21.6% |
| 1Y | -39.1% | +36.3% | -75.4% | -42.9% |
| All | +70.7% | +797.0% | -726.4% | +34.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling