+197.6%
CDE vs WM
+53.3%
+144.3%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.2% | -2.6% |
| 7D | +2.3% | -0.9% | +3.2% | +2.6% |
| 30D | +18.8% | -4.3% | +23.2% | +20.4% |
| 3M | +23.5% | +0.8% | +22.7% | +21.3% |
| 6M | -8.6% | -10.8% | +2.1% | -5.5% |
| YTD | +16.0% | -0.1% | +16.1% | +13.3% |
| 1Y | +42.1% | +1.0% | +41.0% | +37.5% |
| 3Y | +835.9% | +45.1% | +790.8% | +621.8% |
| 5Y | +197.6% | +52.1% | +145.5% | +125.1% |
| All | +197.6% | +53.3% | +144.3% | +125.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling