-89.5%
CDE vs AEM
+3,500.5%
-3,589.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.3% | +1.4% |
| 7D | -2.0% | +3.0% | -5.0% | -4.3% |
| 30D | +15.7% | +12.5% | +3.2% | +5.8% |
| 3M | +30.5% | +26.9% | +3.6% | +9.8% |
| 6M | -7.4% | -9.4% | +2.1% | +2.7% |
| YTD | +17.9% | +20.3% | -2.4% | +7.4% |
| 1Y | +46.7% | +33.8% | +12.9% | +25.6% |
| 3Y | +851.3% | +349.8% | +501.5% | +258.5% |
| 5Y | +202.9% | +301.0% | -98.1% | +30.2% |
| 10Y | +58.2% | +376.1% | -317.9% | -31.2% |
| All | -89.5% | +3,500.5% | -3,589.9% | -98.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling