+671.7%
CDE vs AHR
+356.1%
+315.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.6% |
| 7D | -3.1% | -2.1% | -1.0% | -2.2% |
| 30D | +9.5% | +1.9% | +7.6% | +8.6% |
| 3M | +25.5% | +15.7% | +9.8% | +16.4% |
| 6M | -7.9% | +2.5% | -10.4% | -9.5% |
| YTD | +15.6% | +15.0% | +0.5% | +5.9% |
| 1Y | +34.0% | +28.1% | +5.9% | +14.2% |
| All | +671.7% | +356.1% | +315.6% | +229.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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