-40.1%
CDE vs WPM
+5,933.8%
-5,973.9%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.1% | -0.9% | -0.8% |
| 7D | -3.1% | -0.6% | -2.6% | -2.6% |
| 30D | +9.5% | +14.4% | -4.9% | -3.8% |
| 3M | +25.5% | +37.0% | -11.5% | -6.1% |
| 6M | -7.9% | +4.1% | -12.0% | -9.6% |
| YTD | +15.6% | +31.7% | -16.2% | -7.7% |
| 1Y | +34.0% | +44.2% | -10.1% | +0.2% |
| 3Y | +791.9% | +265.5% | +526.4% | +207.7% |
| 5Y | +197.7% | +262.5% | -64.8% | +12.4% |
| 10Y | +55.0% | +539.8% | -484.8% | -59.4% |
| All | -40.1% | +5,933.8% | -5,973.9% | -97.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling