+50.8%
CDE vs WY
-4.5%
+55.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.7% | -2.2% |
| 7D | +0.5% | -1.7% | +2.2% | +1.1% |
| 30D | +21.9% | -10.1% | +32.0% | +26.0% |
| 3M | +14.9% | -5.1% | +20.1% | +16.9% |
| 6M | -10.5% | -4.8% | -5.7% | -9.5% |
| YTD | +19.3% | -0.2% | +19.5% | +18.4% |
| 1Y | +50.8% | -6.6% | +57.4% | +53.9% |
| All | +50.8% | -4.5% | +55.3% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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