+56.1%
CDE vs AMCR
+14.6%
+41.5%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.6% | +2.8% | +2.2% |
| 7D | -3.1% | -6.3% | +3.2% | +0.8% |
| 30D | +9.5% | -7.8% | +17.3% | +15.1% |
| 3M | +25.5% | +7.5% | +18.0% | +20.0% |
| 6M | -7.9% | +2.7% | -10.6% | -9.5% |
| YTD | +15.6% | +6.0% | +9.5% | +10.7% |
| 1Y | +34.0% | +7.8% | +26.3% | +26.8% |
| 3Y | +791.9% | +5.8% | +786.1% | +737.7% |
| 5Y | +197.7% | -11.6% | +209.3% | +213.9% |
| All | +56.1% | +14.6% | +41.5% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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