-52.7%
CDE vs WCC
+1,758.7%
-1,811.4%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.5% | -5.2% | -3.5% |
| 7D | +2.3% | +8.5% | -6.2% | -0.4% |
| 30D | +18.8% | -1.0% | +19.8% | +19.0% |
| 3M | +23.5% | +2.1% | +21.4% | +22.2% |
| 6M | -8.6% | +36.8% | -45.5% | -17.2% |
| YTD | +16.0% | +47.7% | -31.7% | +2.8% |
| 1Y | +42.1% | +66.5% | -24.5% | +20.9% |
| 3Y | +835.9% | +134.2% | +701.7% | +598.7% |
| 5Y | +197.6% | +231.6% | -34.0% | +93.4% |
| 10Y | +39.6% | +508.1% | -468.5% | -29.6% |
| All | -52.7% | +1,758.7% | -1,811.4% | -80.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling