+9,929.9%
STX vs CDE
-10.9%
+9,940.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -0.9% | -2.8% |
| 7D | +14.6% | -9.6% | +24.2% | +16.2% |
| 30D | -26.0% | -6.7% | -19.3% | -25.4% |
| 3M | -42.6% | -24.2% | -18.4% | -40.8% |
| 6M | -35.3% | -29.1% | -6.2% | -32.8% |
| YTD | +92.5% | -21.5% | +114.0% | +95.4% |
| 1Y | +102.4% | -7.4% | +109.8% | +100.7% |
| 3Y | +673.8% | +596.3% | +77.5% | +454.2% |
| 5Y | +463.1% | +95.7% | +367.3% | +352.4% |
| 10Y | +2,014.6% | +53.0% | +1,961.6% | +1,406.8% |
| All | +9,929.9% | -10.9% | +9,940.7% | +6,063.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling