+376.3%
AMD vs CDE
+193.8%
+182.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.7% | +8.6% | +6.5% |
| 7D | +10.0% | +2.3% | +7.8% | +9.3% |
| 30D | +4.6% | +18.8% | -14.2% | 0.0% |
| 3M | +3.1% | +23.5% | -20.3% | -2.8% |
| 6M | +162.8% | -8.6% | +171.5% | +163.0% |
| YTD | +136.2% | +16.0% | +120.1% | +123.3% |
| 1Y | +234.0% | +42.1% | +192.0% | +200.6% |
| 3Y | +376.7% | +835.9% | -459.2% | +183.4% |
| 5Y | +376.3% | +197.6% | +178.7% | +229.3% |
| All | +376.3% | +193.8% | +182.6% | +229.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling