+56.1%
CDE vs WEC
+146.6%
-90.5%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -3.1% | -0.6% | -2.5% | -2.8% |
| 30D | +9.5% | -2.6% | +12.1% | +10.8% |
| 3M | +25.5% | -6.0% | +31.5% | +29.3% |
| 6M | -7.9% | -5.4% | -2.5% | -5.9% |
| YTD | +15.6% | +2.5% | +13.1% | +12.6% |
| 1Y | +34.0% | -0.7% | +34.8% | +32.9% |
| 3Y | +791.9% | +38.7% | +753.2% | +610.3% |
| 5Y | +197.7% | +31.7% | +166.1% | +144.9% |
| All | +56.1% | +146.6% | -90.5% | -5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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