+189.0%
CDE vs WMB
+270.3%
-81.3%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.7% |
| 7D | -3.1% | -1.0% | -2.1% | -2.5% |
| 30D | +9.5% | -0.4% | +9.9% | +9.0% |
| 3M | +25.5% | +3.2% | +22.3% | +20.6% |
| 6M | -7.9% | +0.1% | -8.0% | -10.5% |
| YTD | +15.6% | +23.9% | -8.3% | -5.2% |
| 1Y | +34.0% | +27.6% | +6.4% | +6.7% |
| 3Y | +791.9% | +141.9% | +650.0% | +280.9% |
| All | +189.0% | +270.3% | -81.3% | -0.9% |
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