+156.4%
BITO vs CVE
+71.6%
+84.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.1% | -2.2% |
| 7D | +2.9% | +2.5% | +0.4% | +2.4% |
| 30D | +22.6% | +16.7% | +5.9% | +19.2% |
| 3M | +24.7% | +9.3% | +15.4% | +22.4% |
| 6M | +7.5% | +43.6% | -36.1% | -1.2% |
| YTD | -10.8% | +93.6% | -104.4% | -23.5% |
| 1Y | -29.9% | +98.8% | -128.7% | -40.3% |
| All | +156.4% | +71.6% | +84.8% | +105.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 3y: compounded portfolio wealth divided by compounded CVE 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…
3y analysis · Full analysis span regression · 6 months rolling