+56.1%
CDE vs BIL
+25.3%
+30.8%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.1% | +1.2% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | +9.5% | +0.3% | +9.2% | +9.6% |
| 3M | +25.5% | +0.9% | +24.6% | +26.2% |
| 6M | -7.9% | +1.8% | -9.7% | -7.3% |
| YTD | +15.6% | +2.5% | +13.1% | +16.2% |
| 1Y | +34.0% | +3.7% | +30.3% | +35.6% |
| 3Y | +791.9% | +14.1% | +777.8% | +1,063.9% |
| 5Y | +197.7% | +19.5% | +178.3% | +333.2% |
| All | +56.1% | +25.3% | +30.8% | +83.4% |
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