+58.2%
CDE vs AMBA
+2.6%
+55.6%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +8.4% | -6.7% | -0.5% |
| 7D | -2.0% | +2.5% | -4.4% | -2.7% |
| 30D | +15.7% | -16.1% | +31.8% | +20.7% |
| 3M | +30.5% | +4.6% | +25.9% | +25.5% |
| 6M | -7.4% | +29.2% | -36.6% | -16.9% |
| YTD | +17.9% | -2.9% | +20.8% | +13.4% |
| 1Y | +46.7% | -18.7% | +65.4% | +45.8% |
| 3Y | +851.3% | +14.9% | +836.4% | +731.5% |
| 5Y | +202.9% | -53.0% | +255.9% | +188.3% |
| 10Y | +58.2% | +8.3% | +49.9% | +11.7% |
| All | +58.2% | +2.6% | +55.6% | +11.7% |
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