+1,337.5%
STX vs CDE
+797.0%
+540.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.1% | +0.5% | -2.1% |
| 7D | +8.0% | -6.1% | +14.0% | +9.1% |
| 30D | +5.1% | +9.5% | -4.4% | +3.0% |
| 3M | +5.8% | +32.0% | -26.2% | -0.2% |
| 6M | +124.9% | -12.8% | +137.7% | +125.2% |
| YTD | +213.9% | +14.2% | +199.7% | +201.0% |
| 1Y | +350.4% | +36.3% | +314.1% | +318.7% |
| All | +1,337.5% | +797.0% | +540.5% | +976.8% |
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 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