-92.3%
CDE vs WM
+28,547.2%
-28,639.5%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.1% | +7.8% | +6.1% |
| 7D | +18.1% | +1.2% | +16.9% | +17.9% |
| 30D | -6.2% | +13.1% | -19.3% | -8.3% |
| 3M | -1.2% | +3.6% | -4.8% | -2.0% |
| 6M | -17.4% | +8.1% | -25.5% | -19.1% |
| YTD | -13.1% | +8.9% | -22.0% | -15.1% |
| 1Y | +7.3% | +20.3% | -13.1% | +3.1% |
| 3Y | +522.0% | +46.2% | +475.8% | +477.5% |
| 5Y | +123.2% | +59.9% | +63.3% | +104.4% |
| 10Y | +37.9% | +345.6% | -307.7% | +9.9% |
| All | -92.3% | +28,547.2% | -28,639.5% | -94.2% |
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