+56.1%
CDE vs APD
+166.7%
-110.6%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +1.9% | +1.6% |
| 7D | -3.1% | -3.3% | +0.2% | -1.2% |
| 30D | +9.5% | -4.2% | +13.6% | +12.1% |
| 3M | +25.5% | +5.4% | +20.1% | +20.9% |
| 6M | -7.9% | +6.3% | -14.2% | -12.2% |
| YTD | +15.6% | +20.3% | -4.8% | +0.4% |
| 1Y | +34.0% | +1.6% | +32.5% | +28.8% |
| 3Y | +791.9% | +4.0% | +787.9% | +720.8% |
| 5Y | +197.7% | +23.3% | +174.4% | +141.9% |
| All | +56.1% | +166.7% | -110.6% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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