+51.6%
CDE vs BIL
+26.1%
+25.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.3% | -2.2% |
| 7D | -9.6% | +0.1% | -9.7% | -9.6% |
| 30D | -6.7% | +0.3% | -7.0% | -6.4% |
| 3M | -24.2% | +1.0% | -25.2% | -23.5% |
| 6M | -29.1% | +1.9% | -31.0% | -27.6% |
| YTD | -21.5% | +3.2% | -24.7% | -19.2% |
| 1Y | -7.4% | +3.7% | -11.1% | -4.1% |
| 3Y | +596.3% | +13.8% | +582.5% | +839.8% |
| 5Y | +95.7% | +20.3% | +75.5% | +226.2% |
| All | +51.6% | +26.1% | +25.5% | +108.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling