+5.6%
CDE vs AMIX
-92.3%
+98.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -3.0% | +11.7% | +8.8% |
| 7D | +1.1% | -25.1% | +26.2% | +1.4% |
| 30D | -14.5% | -54.5% | +40.0% | -13.9% |
| 3M | -10.1% | -91.7% | +81.7% | -8.2% |
| 6M | -16.9% | -79.4% | +62.6% | -15.2% |
| YTD | -18.1% | -86.1% | +67.9% | -16.3% |
| 1Y | +5.6% | -91.6% | +97.2% | +8.5% |
| All | +5.6% | -92.3% | +98.0% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling