+58.2%
CDE vs WM
+303.2%
-245.0%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.3% | +1.9% |
| 7D | -2.0% | -1.2% | -0.8% | -1.4% |
| 30D | +15.7% | -4.5% | +20.2% | +18.2% |
| 3M | +30.5% | -2.2% | +32.7% | +30.0% |
| 6M | -7.4% | -11.5% | +4.1% | -3.5% |
| YTD | +17.9% | -0.7% | +18.6% | +15.3% |
| 1Y | +46.7% | +0.3% | +46.4% | +41.8% |
| 3Y | +851.3% | +44.2% | +807.1% | +625.2% |
| 5Y | +202.9% | +51.6% | +151.3% | +122.5% |
| 10Y | +58.2% | +310.4% | -252.2% | -5.1% |
| All | +58.2% | +303.2% | -245.0% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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