-93.0%
CDE vs WELL
+19,558.2%
-19,651.2%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.2% |
| 7D | -9.6% | +0.1% | -9.8% | -9.7% |
| 30D | -6.7% | +5.7% | -12.3% | -8.9% |
| 3M | -24.2% | +4.6% | -28.9% | -25.9% |
| 6M | -29.1% | +11.9% | -41.0% | -33.1% |
| YTD | -21.5% | +33.6% | -55.1% | -31.4% |
| 1Y | -7.4% | +29.8% | -37.1% | -18.3% |
| 3Y | +596.3% | +202.2% | +394.1% | +334.6% |
| 5Y | +95.7% | +223.2% | -127.5% | +18.4% |
| 10Y | +53.0% | +461.7% | -408.7% | -31.8% |
| All | -93.0% | +19,558.2% | -19,651.2% | -97.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling