+198.0%
CDE vs AMC
-99.4%
+297.5%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.4% | +0.7% | -2.5% |
| 7D | +2.3% | -0.8% | +3.1% | +2.3% |
| 30D | +18.8% | -1.2% | +20.0% | +18.8% |
| 3M | +23.5% | +42.2% | -18.7% | +19.1% |
| 6M | -8.6% | +118.8% | -127.4% | -14.8% |
| YTD | +16.0% | +64.1% | -48.1% | +10.1% |
| 1Y | +42.1% | -9.5% | +51.6% | +39.9% |
| 3Y | +835.9% | -64.3% | +900.2% | +844.8% |
| All | +198.0% | -99.4% | +297.5% | +308.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling