+791.9%
CDE vs WING
-25.6%
+817.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.0% | -4.8% | +0.1% |
| 7D | -3.1% | +7.2% | -10.3% | -4.3% |
| 30D | +9.5% | +4.8% | +4.7% | +8.3% |
| 3M | +25.5% | -23.7% | +49.2% | +31.0% |
| 6M | -7.9% | -43.6% | +35.7% | +0.8% |
| YTD | +15.6% | -50.6% | +66.1% | +29.2% |
| 1Y | +34.0% | -57.0% | +91.1% | +52.3% |
| 3Y | +791.9% | -28.3% | +820.2% | +776.0% |
| All | +791.9% | -25.6% | +817.5% | +776.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling