+189.0%
CDE vs WWD
+184.1%
+4.8%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.2% | +0.4% |
| 7D | -3.1% | -2.6% | -0.5% | -1.6% |
| 30D | +9.5% | -6.9% | +16.4% | +13.8% |
| 3M | +25.5% | -13.0% | +38.5% | +34.7% |
| 6M | -7.9% | -12.5% | +4.6% | -1.6% |
| YTD | +15.6% | +11.8% | +3.7% | +7.4% |
| 1Y | +34.0% | +41.1% | -7.0% | +8.2% |
| 3Y | +791.9% | +163.1% | +628.9% | +380.8% |
| All | +189.0% | +184.1% | +4.8% | +44.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling