+189.0%
CDE vs AEM
+306.3%
-117.4%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.9% | -0.7% | -1.1% |
| 7D | -3.1% | -2.1% | -1.0% | -0.5% |
| 30D | +9.5% | +8.4% | +1.0% | -1.8% |
| 3M | +25.5% | +27.3% | -1.8% | -7.7% |
| 6M | -7.9% | -9.7% | +1.8% | +5.7% |
| YTD | +15.6% | +19.0% | -3.4% | -5.1% |
| 1Y | +34.0% | +31.5% | +2.6% | -1.4% |
| 3Y | +791.9% | +338.7% | +453.2% | +58.2% |
| All | +189.0% | +306.3% | -117.4% | -42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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