+8,077.9%
AMD vs CDE
+39.5%
+8,038.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -1.2% | +15.9% | +15.0% |
| 7D | +6.5% | +14.0% | -7.5% | +3.8% |
| 30D | -15.3% | -10.7% | -4.5% | -13.4% |
| 3M | +9.7% | -15.8% | +25.5% | +12.8% |
| 6M | +13.2% | -17.5% | +30.7% | +16.4% |
| YTD | +140.6% | -14.1% | +154.7% | +143.3% |
| 1Y | +111.2% | +2.9% | +108.2% | +106.8% |
| 3Y | +334.4% | +625.5% | -291.0% | +193.0% |
| 5Y | +268.3% | +117.1% | +151.2% | +182.3% |
| 10Y | +8,077.9% | +52.9% | +8,025.0% | +5,614.2% |
| All | +8,077.9% | +39.5% | +8,038.4% | +5,614.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling