+56.1%
CDE vs AME
+445.1%
-389.0%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.3% | -2.1% | -0.9% |
| 7D | -3.1% | +1.7% | -4.9% | -4.2% |
| 30D | +9.5% | -6.4% | +15.9% | +14.0% |
| 3M | +25.5% | +7.1% | +18.4% | +20.0% |
| 6M | -7.9% | +8.2% | -16.1% | -11.8% |
| YTD | +15.6% | +18.2% | -2.6% | +5.4% |
| 1Y | +34.0% | +26.7% | +7.3% | +16.8% |
| 3Y | +791.9% | +60.7% | +731.2% | +562.0% |
| 5Y | +197.7% | +91.6% | +106.2% | +96.9% |
| All | +56.1% | +445.1% | -389.0% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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