+229.3%
APLD vs CDE
+179.9%
+49.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.2% | -3.5% | -4.8% |
| 7D | +2.7% | -9.6% | +12.3% | +7.5% |
| 30D | -21.4% | -6.7% | -14.8% | -19.1% |
| 3M | -47.8% | -24.2% | -23.6% | -41.0% |
| 6M | -64.9% | -29.1% | -35.8% | -59.5% |
| YTD | -34.9% | -21.5% | -13.4% | -28.4% |
| 1Y | -30.7% | -7.4% | -23.4% | -29.0% |
| 3Y | +305.3% | +596.3% | -291.0% | +63.9% |
| All | +229.3% | +179.9% | +49.4% | +166.4% |
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 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