+194.3%
CDE vs WING
-35.5%
+229.8%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.1% | -3.1% |
| 7D | -6.1% | +0.2% | -6.3% | -6.1% |
| 30D | +9.5% | -0.5% | +9.9% | +9.2% |
| 3M | +32.0% | -23.9% | +55.9% | +39.4% |
| 6M | -12.8% | -48.9% | +36.1% | -0.3% |
| YTD | +14.2% | -53.3% | +67.6% | +32.6% |
| 1Y | +36.3% | -60.3% | +96.6% | +62.2% |
| 3Y | +821.4% | -30.1% | +851.5% | +775.3% |
| 5Y | +194.3% | -36.2% | +230.5% | +138.1% |
| All | +194.3% | -35.5% | +229.8% | +138.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling