+401.2%
AMD vs CDE
+578.5%
-177.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -4.9% | +10.7% | +7.2% |
| 7D | +44.7% | -2.3% | +47.0% | +45.6% |
| 30D | -3.3% | -12.1% | +8.7% | 0.0% |
| 3M | +21.2% | -23.9% | +45.1% | +29.2% |
| 6M | +30.6% | -29.0% | +59.6% | +40.3% |
| YTD | +173.3% | -19.7% | +193.0% | +181.2% |
| 1Y | +126.1% | -8.4% | +134.5% | +125.3% |
| All | +401.2% | +578.5% | -177.3% | +257.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling