+189.0%
CDE vs APA
+173.2%
+15.8%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.7% | +1.0% |
| 7D | -3.1% | +4.6% | -7.7% | -4.4% |
| 30D | +9.5% | +11.9% | -2.4% | +5.8% |
| 3M | +25.5% | +22.5% | +3.0% | +16.7% |
| 6M | -7.9% | +37.5% | -45.4% | -20.5% |
| YTD | +15.6% | +87.2% | -71.6% | -11.9% |
| 1Y | +34.0% | +101.4% | -67.4% | -1.8% |
| 3Y | +791.9% | +16.9% | +775.0% | +672.9% |
| All | +189.0% | +173.2% | +15.8% | +99.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling