-7.4%
BITO vs CVE
+215.9%
-223.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.1% | -2.2% |
| 7D | +2.9% | +2.5% | +0.4% | +2.3% |
| 30D | +22.6% | +16.7% | +5.9% | +18.3% |
| 3M | +24.7% | +9.3% | +15.4% | +21.8% |
| 6M | +7.5% | +43.6% | -36.1% | -2.5% |
| YTD | -10.8% | +93.6% | -104.4% | -24.9% |
| 1Y | -29.9% | +98.8% | -128.7% | -41.4% |
| 3Y | +158.9% | +73.6% | +85.3% | +117.0% |
| All | -7.4% | +215.9% | -223.3% | -42.2% |
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