-89.7%
CDE vs WY
+655.2%
-744.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.1% |
| 7D | -3.1% | -4.2% | +1.1% | -1.5% |
| 30D | +9.5% | -10.1% | +19.6% | +14.1% |
| 3M | +25.5% | -8.5% | +34.0% | +29.2% |
| 6M | -7.9% | -3.3% | -4.6% | -6.9% |
| YTD | +15.6% | -4.4% | +20.0% | +17.0% |
| 1Y | +34.0% | -11.5% | +45.5% | +39.2% |
| 3Y | +791.9% | -24.3% | +816.2% | +886.3% |
| 5Y | +197.7% | -21.3% | +219.0% | +226.2% |
| 10Y | +55.0% | +7.0% | +48.0% | +47.4% |
| All | -89.7% | +655.2% | -744.9% | -90.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling