+601.1%
CDE vs AMIX
-99.9%
+701.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.7% |
| 7D | +2.3% | -3.4% | +5.7% | +2.3% |
| 30D | +18.8% | -54.4% | +73.2% | +19.1% |
| 3M | +23.5% | -45.7% | +69.2% | +21.0% |
| 6M | -8.6% | -49.2% | +40.5% | -10.5% |
| YTD | +16.0% | -60.3% | +76.3% | +13.2% |
| 1Y | +42.1% | -81.4% | +123.4% | +37.7% |
| All | +601.1% | -99.9% | +701.0% | +550.0% |
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