+55.1%
CDE vs AMBA
+0.6%
+54.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.3% | -2.6% | -4.3% |
| 7D | -2.3% | +10.7% | -12.9% | -4.7% |
| 30D | -12.1% | -5.0% | -7.0% | -11.0% |
| 3M | -23.9% | -26.9% | +3.0% | -18.0% |
| 6M | -29.0% | -21.9% | -7.1% | -27.4% |
| YTD | -19.7% | -13.8% | -5.9% | -20.6% |
| 1Y | -8.4% | -36.1% | +27.7% | -3.2% |
| 3Y | +578.5% | +21.6% | +556.9% | +486.9% |
| 5Y | +100.2% | -68.8% | +169.0% | +110.6% |
| All | +55.1% | +0.6% | +54.5% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling