-92.3%
CDE vs WM
+28,683.0%
-28,775.4%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.3% | -7.4% | -7.1% |
| 7D | +14.0% | +1.2% | +12.9% | +13.8% |
| 30D | -10.7% | +13.7% | -24.4% | -12.8% |
| 3M | -15.8% | +5.2% | -21.0% | -16.6% |
| 6M | -17.5% | +11.2% | -28.7% | -19.6% |
| YTD | -14.1% | +9.4% | -23.6% | -16.1% |
| 1Y | +2.9% | +20.4% | -17.4% | -1.1% |
| 3Y | +625.5% | +44.7% | +580.8% | +574.8% |
| 5Y | +117.1% | +58.5% | +58.6% | +99.1% |
| 10Y | +52.9% | +326.4% | -273.4% | +22.6% |
| All | -92.3% | +28,683.0% | -28,775.4% | -94.3% |
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