+189.0%
CDE vs WTW
+42.0%
+147.0%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.2% |
| 7D | -3.1% | -5.7% | +2.6% | -1.7% |
| 30D | +9.5% | -7.3% | +16.7% | +11.5% |
| 3M | +25.5% | +21.5% | +4.0% | +19.1% |
| 6M | -7.9% | +9.6% | -17.5% | -10.6% |
| YTD | +15.6% | -3.3% | +18.8% | +16.8% |
| 1Y | +34.0% | -6.1% | +40.2% | +36.7% |
| 3Y | +791.9% | +61.8% | +730.1% | +580.8% |
| All | +189.0% | +42.0% | +147.0% | +117.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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