+5.6%
CDE vs APA
+107.6%
-102.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -6.9% | +15.6% | +7.3% |
| 7D | +1.1% | -13.0% | +14.1% | -1.4% |
| 30D | -14.5% | +2.0% | -16.5% | -14.2% |
| 3M | -10.1% | +24.9% | -35.0% | -4.9% |
| 6M | -16.9% | +7.2% | -24.0% | -13.9% |
| YTD | -18.1% | +87.1% | -105.2% | -19.4% |
| 1Y | +5.6% | +107.2% | -101.5% | +3.7% |
| All | +5.6% | +107.6% | -102.0% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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