+459.6%
APLD vs CDE
+320.5%
+139.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.6% | -5.8% | -4.9% |
| 7D | +9.0% | -2.0% | +10.9% | +9.8% |
| 30D | -6.6% | +15.7% | -22.3% | -12.9% |
| 3M | -35.2% | +30.5% | -65.8% | -43.3% |
| 6M | +0.4% | -7.4% | +7.8% | +1.8% |
| YTD | +10.7% | +17.9% | -7.2% | +1.0% |
| 1Y | +78.6% | +46.7% | +31.8% | +46.7% |
| 3Y | +423.9% | +851.3% | -427.4% | +78.3% |
| All | +459.6% | +320.5% | +139.1% | +276.1% |
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 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