+56.1%
CDE vs WELL
+356.7%
-300.6%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -3.1% | -0.2% | -2.9% | -3.0% |
| 30D | +9.5% | +2.3% | +7.1% | +8.3% |
| 3M | +25.5% | +12.3% | +13.2% | +18.8% |
| 6M | -7.9% | +15.6% | -23.5% | -14.4% |
| YTD | +15.6% | +28.3% | -12.8% | +2.1% |
| 1Y | +34.0% | +41.9% | -7.9% | +12.5% |
| 3Y | +791.9% | +198.3% | +593.6% | +438.1% |
| 5Y | +197.7% | +206.4% | -8.7% | +76.0% |
| All | +56.1% | +356.7% | -300.6% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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