+5.6%
CDE vs WU
-18.0%
+23.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +5.4% | +3.3% | +7.8% |
| 7D | +1.1% | +8.2% | -7.1% | -0.1% |
| 30D | -14.5% | +8.0% | -22.5% | -15.7% |
| 3M | -10.1% | -6.6% | -3.4% | -9.4% |
| 6M | -16.9% | -23.3% | +6.4% | -16.2% |
| YTD | -18.1% | -22.4% | +4.3% | -18.1% |
| 1Y | +5.6% | -18.0% | +23.6% | +4.8% |
| All | +5.6% | -18.0% | +23.6% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling