+189.0%
CDE vs WCC
+223.5%
-34.6%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.6% | -2.4% | -0.4% |
| 7D | -3.1% | +1.4% | -4.5% | -3.8% |
| 30D | +9.5% | -2.3% | +11.7% | +10.3% |
| 3M | +25.5% | +3.7% | +21.8% | +22.7% |
| 6M | -7.9% | +34.8% | -42.7% | -19.4% |
| YTD | +15.6% | +46.1% | -30.6% | -2.0% |
| 1Y | +34.0% | +62.7% | -28.7% | +8.3% |
| 3Y | +791.9% | +133.6% | +658.3% | +491.9% |
| All | +189.0% | +223.5% | -34.6% | +65.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling