+109.1%
CDE vs AMC
-98.1%
+207.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.3% | -6.2% | -2.0% |
| 7D | +0.5% | +2.3% | -1.8% | +0.5% |
| 30D | +21.9% | -0.7% | +22.6% | +21.9% |
| 3M | +14.9% | +35.2% | -20.3% | +13.9% |
| 6M | -10.5% | +124.6% | -135.1% | -12.3% |
| YTD | +19.3% | +69.9% | -50.6% | +17.4% |
| 1Y | +50.8% | -2.6% | +53.4% | +49.9% |
| 3Y | +782.3% | -79.8% | +862.1% | +789.1% |
| 5Y | +191.7% | -99.4% | +291.1% | +202.0% |
| 10Y | +57.6% | -98.9% | +156.5% | +85.6% |
| All | +109.1% | -98.1% | +207.2% | +120.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling