+194.3%
CDE vs BIL
+19.4%
+174.8%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.2% | -3.1% |
| 7D | -6.1% | +0.1% | -6.1% | -6.0% |
| 30D | +9.5% | +0.3% | +9.2% | +9.8% |
| 3M | +32.0% | +0.9% | +31.1% | +33.2% |
| 6M | -12.8% | +1.8% | -14.6% | -11.8% |
| YTD | +14.2% | +2.5% | +11.7% | +15.4% |
| 1Y | +36.3% | +3.7% | +32.6% | +39.1% |
| 3Y | +821.4% | +14.1% | +807.3% | +1,081.2% |
| 5Y | +194.3% | +19.4% | +174.8% | +212.3% |
| All | +194.3% | +19.4% | +174.8% | +212.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling