+417.4%
WDC vs CDE
+54.5%
+362.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.9% | +7.8% | +6.5% |
| 7D | +1.7% | +0.5% | +1.2% | +1.4% |
| 30D | -10.0% | +21.9% | -31.8% | -17.1% |
| 3M | -18.8% | +14.9% | -33.7% | -24.1% |
| 6M | +79.0% | -10.5% | +89.5% | +76.4% |
| YTD | +171.6% | +19.3% | +152.3% | +147.7% |
| 1Y | +417.4% | +50.8% | +366.6% | +335.6% |
| All | +417.4% | +54.5% | +362.9% | +335.6% |
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