+791.9%
CDE vs AEE
+46.3%
+745.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -3.1% | -0.8% | -2.3% | -2.8% |
| 30D | +9.5% | -2.9% | +12.4% | +10.5% |
| 3M | +25.5% | -2.4% | +27.9% | +26.0% |
| 6M | -7.9% | -2.7% | -5.2% | -7.6% |
| YTD | +15.6% | +7.3% | +8.3% | +10.9% |
| 1Y | +34.0% | +7.5% | +26.5% | +28.6% |
| 3Y | +791.9% | +46.2% | +745.7% | +555.1% |
| All | +791.9% | +46.3% | +745.6% | +555.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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