-42.2%
CDE vs WBD
+292.4%
-334.5%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.0% | -4.2% | -3.5% |
| 7D | -6.1% | -0.6% | -5.5% | -5.9% |
| 30D | +9.5% | +4.2% | +5.3% | +7.8% |
| 3M | +32.0% | +7.5% | +24.5% | +28.2% |
| 6M | -12.8% | +1.6% | -14.4% | -13.2% |
| YTD | +14.2% | -2.2% | +16.4% | +15.2% |
| 1Y | +36.3% | +124.9% | -88.6% | -3.9% |
| 3Y | +821.4% | +149.1% | +672.3% | +474.5% |
| 5Y | +194.3% | +7.8% | +186.4% | +131.3% |
| 10Y | +53.2% | +14.9% | +38.4% | -7.3% |
| All | -42.2% | +292.4% | -334.5% | -84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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