-92.3%
CDE vs AXP
+6,571.9%
-6,664.2%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.2% | +7.0% | +6.0% |
| 7D | +18.1% | +0.6% | +17.5% | +17.9% |
| 30D | -6.2% | +5.8% | -12.1% | -7.5% |
| 3M | -1.2% | -6.0% | +4.9% | +0.4% |
| 6M | -17.4% | +0.3% | -17.7% | -17.3% |
| YTD | -13.1% | -12.3% | -0.9% | -10.2% |
| 1Y | +7.3% | -11.2% | +18.5% | +10.6% |
| 3Y | +522.0% | +117.0% | +405.0% | +414.6% |
| 5Y | +123.2% | +93.2% | +30.0% | +88.6% |
| 10Y | +37.9% | +461.2% | -423.3% | -9.3% |
| All | -92.3% | +6,571.9% | -6,664.2% | -94.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 AXP 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