+50.8%
CDE vs WMB
+31.9%
+18.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -2.0% | -1.9% |
| 7D | +0.5% | +0.6% | 0.0% | +0.5% |
| 30D | +21.9% | +3.3% | +18.6% | +21.2% |
| 3M | +14.9% | +3.1% | +11.8% | +13.8% |
| 6M | -10.5% | -0.7% | -9.8% | -11.6% |
| YTD | +19.3% | +25.2% | -5.9% | +9.9% |
| 1Y | +50.8% | +32.9% | +17.9% | +50.1% |
| All | +50.8% | +31.9% | +18.9% | +50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 1y: compounded portfolio wealth divided by compounded WMB 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…
1y analysis · Full analysis span regression · 6 months rolling