+34.0%
CDE vs WING
-58.1%
+92.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.0% | -4.8% | 0.0% |
| 7D | -3.1% | +7.2% | -10.3% | -4.4% |
| 30D | +9.5% | +4.8% | +4.7% | +8.1% |
| 3M | +25.5% | -23.7% | +49.2% | +31.5% |
| 6M | -7.9% | -43.6% | +35.7% | +2.4% |
| YTD | +15.6% | -50.6% | +66.1% | +34.7% |
| 1Y | +34.0% | -57.0% | +91.1% | +63.1% |
| All | +34.0% | -58.1% | +92.2% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 1y: compounded portfolio wealth divided by compounded WING 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…
1y analysis · Full analysis span regression · 6 months rolling