-89.7%
CDE vs SHW
+20,170.3%
-20,259.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.3% | -0.4% | -2.1% |
| 7D | +2.3% | -1.2% | +3.4% | +2.6% |
| 30D | +18.8% | -11.6% | +30.4% | +23.0% |
| 3M | +23.5% | +9.1% | +14.4% | +20.6% |
| 6M | -8.6% | -0.7% | -8.0% | -8.3% |
| YTD | +16.0% | +1.4% | +14.6% | +15.7% |
| 1Y | +42.1% | -12.3% | +54.3% | +47.0% |
| 3Y | +835.9% | +23.4% | +812.5% | +786.4% |
| 5Y | +197.6% | +15.0% | +182.6% | +182.1% |
| 10Y | +39.6% | +278.3% | -238.7% | +0.1% |
| All | -89.7% | +20,170.3% | -20,259.9% | -94.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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