-14.1%
BITO vs CVE
+170.5%
-184.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.4% |
| 7D | -2.4% | -10.1% | +7.7% | -0.3% |
| 30D | -9.5% | -12.1% | +2.6% | -7.4% |
| 3M | +13.5% | -1.9% | +15.4% | +13.1% |
| 6M | -8.6% | -1.8% | -6.7% | -9.4% |
| YTD | -17.2% | +65.8% | -83.0% | -28.3% |
| 1Y | -30.5% | +60.8% | -91.4% | -39.5% |
| 3Y | +69.2% | +70.1% | -0.9% | +41.7% |
| 5Y | -14.1% | +134.8% | -148.9% | -37.6% |
| All | -14.1% | +170.5% | -184.6% | -44.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling