+34.0%
CDE vs WU
-9.1%
+43.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +1.1% |
| 7D | -3.1% | -3.5% | +0.4% | -2.7% |
| 30D | +9.5% | -2.9% | +12.4% | +9.7% |
| 3M | +25.5% | -2.3% | +27.7% | +24.2% |
| 6M | -7.9% | -25.4% | +17.5% | -7.6% |
| YTD | +15.6% | -21.2% | +36.8% | +15.4% |
| 1Y | +34.0% | -8.9% | +42.9% | +37.9% |
| All | +34.0% | -9.1% | +43.1% | +37.9% |
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