-55.7%
CDE vs WU
-21.6%
-34.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.5% | -0.2% | -1.5% |
| 7D | +2.3% | -0.8% | +3.1% | +2.8% |
| 30D | +18.8% | -1.1% | +19.9% | +19.2% |
| 3M | +23.5% | -1.8% | +25.3% | +21.7% |
| 6M | -8.6% | -23.9% | +15.3% | +2.3% |
| YTD | +16.0% | -20.4% | +36.4% | +26.0% |
| 1Y | +42.1% | -10.6% | +52.6% | +43.3% |
| 3Y | +835.9% | -27.7% | +863.6% | +925.4% |
| 5Y | +197.6% | -51.1% | +248.7% | +292.0% |
| 10Y | +39.6% | -40.7% | +80.3% | +52.8% |
| All | -55.7% | -21.6% | -34.1% | -66.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling