+18,420.3%
WDC vs CDE
-89.6%
+18,509.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.9% |
| 7D | +7.5% | -2.0% | +9.4% | +7.7% |
| 30D | +10.1% | +15.7% | -5.6% | +8.0% |
| 3M | -6.8% | +30.5% | -37.3% | -9.6% |
| 6M | +84.1% | -7.4% | +91.5% | +84.8% |
| YTD | +180.3% | +17.9% | +162.3% | +173.7% |
| 1Y | +411.1% | +46.7% | +364.4% | +385.3% |
| 3Y | +1,375.0% | +851.3% | +523.7% | +1,026.1% |
| 5Y | +991.6% | +202.9% | +788.6% | +798.7% |
| 10Y | +1,309.1% | +58.2% | +1,250.9% | +1,023.5% |
| All | +18,420.3% | -89.6% | +18,509.9% | +12,174.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling