+64.4%
CDE vs AMC
-98.7%
+163.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.7% |
| 7D | +3.1% | -2.8% | +5.9% | +3.1% |
| 30D | -10.3% | +14.0% | -24.3% | -10.5% |
| 3M | -19.1% | +42.5% | -61.6% | -19.6% |
| 6M | -24.0% | +142.6% | -166.6% | -25.4% |
| YTD | -15.6% | +119.2% | -134.8% | -17.1% |
| 1Y | -1.1% | +40.7% | -41.8% | -2.2% |
| 3Y | +613.1% | -57.3% | +670.4% | +610.7% |
| 5Y | +109.3% | -99.1% | +208.4% | +112.6% |
| 10Y | +64.4% | -98.7% | +163.2% | +59.0% |
| All | +64.4% | -98.7% | +163.1% | +59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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