+56.1%
CDE vs APO
+945.2%
-889.2%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.3% | +0.9% |
| 7D | -3.1% | -3.5% | +0.4% | -1.9% |
| 30D | +9.5% | -6.6% | +16.0% | +11.9% |
| 3M | +25.5% | -3.3% | +28.8% | +26.6% |
| 6M | -7.9% | +22.6% | -30.5% | -15.1% |
| YTD | +15.6% | -9.8% | +25.3% | +18.1% |
| 1Y | +34.0% | -3.9% | +37.9% | +33.1% |
| 3Y | +791.9% | +52.5% | +739.4% | +634.8% |
| 5Y | +197.7% | +134.0% | +63.7% | +106.8% |
| All | +56.1% | +945.2% | -889.2% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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