+443.7%
APLD vs CDE
+325.3%
+118.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.9% | +3.7% | +2.6% |
| 7D | +4.1% | +0.5% | +3.5% | +3.8% |
| 30D | -11.7% | +21.9% | -33.6% | -19.9% |
| 3M | -40.3% | +14.9% | -55.2% | -44.5% |
| 6M | -8.0% | -10.5% | +2.5% | -5.2% |
| YTD | +7.5% | +19.3% | -11.7% | -2.2% |
| 1Y | +84.0% | +50.8% | +33.2% | +49.5% |
| 3Y | +356.2% | +782.3% | -426.1% | +61.1% |
| All | +443.7% | +325.3% | +118.4% | +264.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling