+79.4%
AMZN vs CDE
+807.6%
-728.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.2% | +0.8% | +1.8% |
| 7D | -0.7% | -3.1% | +2.4% | -0.4% |
| 30D | -3.9% | +9.5% | -13.4% | -4.9% |
| 3M | +6.3% | +25.5% | -19.2% | +3.4% |
| 6M | +20.8% | -7.9% | +28.7% | +20.4% |
| YTD | +11.2% | +15.6% | -4.3% | +7.7% |
| 1Y | +11.7% | +34.0% | -22.4% | +5.2% |
| 3Y | +79.4% | +791.9% | -712.5% | +35.4% |
| All | +79.4% | +807.6% | -728.2% | +35.4% |
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