-89.4%
CDE vs WM
+26,336.4%
-26,425.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.7% |
| 7D | +0.5% | -0.3% | +0.8% | +0.6% |
| 30D | +21.9% | -2.4% | +24.2% | +22.2% |
| 3M | +14.9% | +0.4% | +14.5% | +14.3% |
| 6M | -10.5% | -9.5% | -1.0% | -9.7% |
| YTD | +19.3% | +0.5% | +18.8% | +18.4% |
| 1Y | +50.8% | -1.1% | +51.9% | +49.9% |
| 3Y | +782.3% | +46.0% | +736.3% | +721.0% |
| 5Y | +191.7% | +51.8% | +139.9% | +170.0% |
| 10Y | +57.6% | +307.5% | -249.9% | +27.8% |
| All | -89.4% | +26,336.4% | -26,425.7% | -92.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling