+56.1%
CDE price history and return analytics
+229.8%
-173.7%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | -0.2% |
| 7D | -3.1% | -1.1% | -2.0% | -1.4% |
| 30D | +9.5% | -1.0% | +10.5% | +11.4% |
| 3M | +25.5% | +3.2% | +22.3% | +21.1% |
| 6M | -7.9% | +12.5% | -20.4% | -20.2% |
| YTD | +15.6% | +14.1% | +1.5% | -0.7% |
| 1Y | +34.0% | +18.9% | +15.1% | +9.3% |
| 3Y | +791.9% | +74.1% | +717.8% | +346.8% |
| 5Y | +197.7% | +66.9% | +130.9% | +60.7% |
| All | +56.1% | +229.8% | -173.7% | -66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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