-39.9%
CDE vs APO
+1,716.2%
-1,756.1%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.3% | +1.9% |
| 7D | -2.0% | -1.0% | -1.0% | -1.6% |
| 30D | +15.7% | -0.4% | +16.1% | +15.5% |
| 3M | +30.5% | -0.9% | +31.4% | +30.5% |
| 6M | -7.4% | +22.1% | -29.5% | -14.7% |
| YTD | +17.9% | -8.4% | +26.3% | +19.7% |
| 1Y | +46.7% | -0.9% | +47.7% | +43.9% |
| 3Y | +851.3% | +56.1% | +795.2% | +673.3% |
| 5Y | +202.9% | +136.0% | +66.9% | +107.4% |
| 10Y | +58.2% | +949.3% | -891.1% | -39.4% |
| All | -39.9% | +1,716.2% | -1,756.1% | -83.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling