+36.3%
CDE vs BAM
-12.8%
+49.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.5% |
| 7D | -6.1% | -6.1% | 0.0% | -2.0% |
| 30D | +9.5% | -13.8% | +23.3% | +20.6% |
| 3M | +32.0% | +4.4% | +27.6% | +27.1% |
| 6M | -12.8% | +6.4% | -19.2% | -16.6% |
| YTD | +14.2% | -7.1% | +21.3% | +17.4% |
| 1Y | +36.3% | -11.8% | +48.1% | +41.8% |
| All | +36.3% | -12.8% | +49.1% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 1y: compounded portfolio wealth divided by compounded BAM 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…
1y analysis · Full analysis span regression · 6 months rolling