-88.2%
CDE vs AEIS
+2,610.7%
-2,698.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.8% | +1.9% |
| 7D | -2.0% | +6.5% | -8.4% | -3.1% |
| 30D | +15.7% | -9.2% | +24.9% | +17.5% |
| 3M | +30.5% | -8.3% | +38.9% | +31.5% |
| 6M | -7.4% | -6.3% | -1.1% | -7.0% |
| YTD | +17.9% | +36.5% | -18.6% | +10.6% |
| 1Y | +46.7% | +84.8% | -38.1% | +30.2% |
| 3Y | +851.3% | +176.6% | +674.7% | +682.7% |
| 5Y | +202.9% | +237.1% | -34.2% | +139.2% |
| 10Y | +58.2% | +554.7% | -496.5% | +10.7% |
| All | -88.2% | +2,610.7% | -2,698.9% | -94.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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