+56.1%
CDE vs WWD
+498.2%
-442.1%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.2% | +0.5% |
| 7D | -3.1% | -2.6% | -0.5% | -1.8% |
| 30D | +9.5% | -6.9% | +16.4% | +13.1% |
| 3M | +25.5% | -13.0% | +38.5% | +33.4% |
| 6M | -7.9% | -12.5% | +4.6% | -2.3% |
| YTD | +15.6% | +11.8% | +3.7% | +8.9% |
| 1Y | +34.0% | +41.1% | -7.0% | +12.4% |
| 3Y | +791.9% | +163.1% | +628.9% | +447.8% |
| 5Y | +197.7% | +187.6% | +10.1% | +71.8% |
| All | +56.1% | +498.2% | -442.1% | -32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling