+56.1%
CDE vs WCC
+541.6%
-485.6%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.7% | -2.6% | -0.4% |
| 7D | -3.1% | +1.5% | -4.6% | -3.8% |
| 30D | +9.5% | -2.1% | +11.6% | +10.2% |
| 3M | +25.5% | +3.8% | +21.7% | +22.6% |
| 6M | -7.9% | +35.0% | -42.9% | -19.6% |
| YTD | +15.6% | +46.4% | -30.8% | -2.4% |
| 1Y | +34.0% | +63.0% | -28.9% | +7.5% |
| 3Y | +791.9% | +133.9% | +658.0% | +482.7% |
| 5Y | +197.7% | +226.5% | -28.8% | +57.1% |
| All | +56.1% | +541.6% | -485.6% | -51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling