+810.1%
CDE vs BIL
+14.1%
+796.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -2.0% | +0.1% | -2.0% | -1.7% |
| 30D | +15.7% | +0.3% | +15.4% | +16.9% |
| 3M | +30.5% | +0.9% | +29.6% | +34.4% |
| 6M | -7.4% | +1.8% | -9.2% | -2.9% |
| YTD | +17.9% | +2.5% | +15.5% | +26.1% |
| 1Y | +46.7% | +3.7% | +43.0% | +66.9% |
| All | +810.1% | +14.1% | +796.1% | +3,014.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling