+8,732.2%
AMD vs CDE
+45.3%
+8,686.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.6% | +1.4% | +2.7% |
| 7D | +14.0% | -2.0% | +16.0% | +14.4% |
| 30D | +11.0% | +15.7% | -4.7% | +7.6% |
| 3M | +9.6% | +30.5% | -20.9% | +3.4% |
| 6M | +157.1% | -7.4% | +164.5% | +157.3% |
| YTD | +143.3% | +17.9% | +125.4% | +131.9% |
| 1Y | +234.4% | +46.7% | +187.7% | +204.7% |
| 3Y | +391.2% | +851.3% | -460.1% | +211.2% |
| 5Y | +390.9% | +202.9% | +188.0% | +252.3% |
| 10Y | +8,732.2% | +58.2% | +8,674.0% | +5,822.1% |
| All | +8,732.2% | +45.3% | +8,686.9% | +5,822.1% |
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