+113.2%
WDC vs CDE
+0.7%
+112.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +8.7% | -15.5% | -10.3% |
| 7D | -18.3% | +1.1% | -19.4% | -18.9% |
| 30D | -26.7% | -14.5% | -12.2% | -22.2% |
| 3M | -40.9% | -10.1% | -30.9% | -40.5% |
| 6M | -26.8% | -16.9% | -9.9% | -24.1% |
| YTD | +88.2% | -18.1% | +106.3% | +82.3% |
| 1Y | +113.2% | +5.6% | +107.6% | +73.1% |
| All | +113.2% | +0.7% | +112.5% | +73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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