+673.8%
STX vs CDE
+563.3%
+110.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -0.9% | -2.7% |
| 7D | +14.6% | -9.6% | +24.2% | +16.7% |
| 30D | -26.0% | -6.7% | -19.3% | -25.2% |
| 3M | -42.6% | -24.2% | -18.4% | -40.2% |
| 6M | -35.3% | -29.1% | -6.2% | -32.4% |
| YTD | +92.5% | -21.5% | +114.0% | +96.1% |
| 1Y | +102.4% | -7.4% | +109.8% | +101.2% |
| 3Y | +673.8% | +596.3% | +77.5% | +495.3% |
| All | +673.8% | +563.3% | +110.5% | +495.3% |
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