-89.7%
CDE vs WMB
+5,663.2%
-5,752.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.3% | -5.0% | -3.2% |
| 7D | +2.3% | +0.8% | +1.5% | +2.1% |
| 30D | +18.8% | +7.7% | +11.1% | +16.6% |
| 3M | +23.5% | +6.7% | +16.8% | +21.2% |
| 6M | -8.6% | +3.6% | -12.3% | -10.0% |
| YTD | +16.0% | +28.0% | -12.0% | +9.0% |
| 1Y | +42.1% | +37.6% | +4.4% | +31.2% |
| 3Y | +835.9% | +149.0% | +686.9% | +659.7% |
| 5Y | +197.6% | +285.3% | -87.7% | +122.2% |
| 10Y | +39.6% | +302.1% | -262.5% | +0.7% |
| All | -89.7% | +5,663.2% | -5,752.9% | -94.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling