+99.7%
CDE vs WMB
+200.5%
-100.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.9% |
| 7D | -9.6% | +7.8% | -17.4% | -13.9% |
| 30D | -6.7% | -5.1% | -1.6% | -4.6% |
| 3M | -24.2% | -4.7% | -19.5% | -23.3% |
| 6M | -29.1% | -7.4% | -21.7% | -27.9% |
| YTD | -21.5% | +17.5% | -39.0% | -34.4% |
| 1Y | -7.4% | +19.5% | -26.8% | -23.7% |
| 3Y | +596.3% | +121.3% | +475.0% | +205.5% |
| All | +99.7% | +200.5% | -100.9% | -29.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling