+916.1%
WDC vs CDE
+196.4%
+719.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.2% | -4.2% | -3.2% |
| 7D | -4.3% | -3.1% | -1.2% | -3.7% |
| 30D | -1.5% | +9.5% | -11.0% | -3.8% |
| 3M | -15.5% | +25.5% | -41.0% | -19.9% |
| 6M | +66.5% | -7.9% | +74.4% | +66.5% |
| YTD | +159.9% | +15.6% | +144.3% | +148.4% |
| 1Y | +366.0% | +34.0% | +331.9% | +329.5% |
| 3Y | +1,285.8% | +791.9% | +493.9% | +794.2% |
| All | +916.1% | +196.4% | +719.6% | +617.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling