+374.4%
CDE vs AMIX
-100.0%
+474.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.3% | -2.2% |
| 7D | -9.6% | -9.9% | +0.2% | -9.6% |
| 30D | -6.7% | -52.8% | +46.1% | -6.4% |
| 3M | -24.2% | -80.0% | +55.8% | -23.7% |
| 6M | -29.1% | -80.2% | +51.1% | -30.1% |
| YTD | -21.5% | -88.1% | +66.6% | -23.0% |
| 1Y | -7.4% | -91.1% | +83.7% | -9.1% |
| All | +374.4% | -100.0% | +474.4% | +342.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling