+34.0%
CDE vs WMB
+29.2%
+4.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.2% |
| 7D | -3.1% | -1.0% | -2.1% | -3.1% |
| 30D | +9.5% | -0.4% | +9.9% | +9.3% |
| 3M | +25.5% | +3.2% | +22.3% | +24.0% |
| 6M | -7.9% | +0.1% | -8.0% | -9.6% |
| YTD | +15.6% | +23.9% | -8.3% | +6.8% |
| 1Y | +34.0% | +27.6% | +6.4% | +35.8% |
| All | +34.0% | +29.2% | +4.9% | +35.8% |
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