+195.2%
AMD vs CDE
+54.5%
+140.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.9% | +6.6% | +5.3% |
| 7D | +2.6% | +0.5% | +2.1% | +2.3% |
| 30D | -0.9% | +21.9% | -22.8% | -8.8% |
| 3M | -8.7% | +14.9% | -23.7% | -14.8% |
| 6M | +136.3% | -10.5% | +146.8% | +133.4% |
| YTD | +123.0% | +19.3% | +103.7% | +101.5% |
| 1Y | +195.2% | +50.8% | +144.4% | +164.9% |
| All | +195.2% | +54.5% | +140.6% | +164.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling