+791.9%
CDE vs WPM
+267.3%
+524.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.1% | -0.9% | -1.5% |
| 7D | -3.1% | -0.6% | -2.6% | -2.5% |
| 30D | +9.5% | +14.4% | -4.9% | -9.3% |
| 3M | +25.5% | +37.0% | -11.5% | -18.0% |
| 6M | -7.9% | +4.1% | -12.0% | -12.6% |
| YTD | +15.6% | +31.7% | -16.2% | -21.9% |
| 1Y | +34.0% | +44.2% | -10.1% | -19.6% |
| 3Y | +791.9% | +265.5% | +526.4% | +24.4% |
| All | +791.9% | +267.3% | +524.6% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 3y: compounded portfolio wealth divided by compounded WPM 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…
3y analysis · Full analysis span regression · 6 months rolling