+194.3%
CDE vs WDAY
-31.8%
+226.0%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WDAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -3.0% |
| 7D | -6.1% | -10.5% | +4.5% | -3.6% |
| 30D | +9.5% | +2.1% | +7.4% | +8.2% |
| 3M | +32.0% | +34.6% | -2.6% | +20.3% |
| 6M | -12.8% | +29.9% | -42.7% | -20.7% |
| YTD | +14.2% | -13.8% | +28.0% | +19.6% |
| 1Y | +36.3% | -18.3% | +54.6% | +44.3% |
| 3Y | +821.4% | -26.2% | +847.5% | +871.1% |
| 5Y | +194.3% | -30.8% | +225.1% | +190.8% |
| All | +194.3% | -31.8% | +226.0% | +190.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WDAY.
Daily Out/Under-Performance
Portfolio return minus WDAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDAY 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 WDAY 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