+99.7%
CDE vs BIL
+20.3%
+79.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -6.7% |
| 3M | -24.2% | +1.0% | -25.2% | -23.9% |
| 6M | -29.1% | +1.9% | -31.0% | -28.3% |
| YTD | -21.5% | +3.2% | -24.7% | -20.8% |
| 1Y | -7.4% | +3.7% | -11.1% | -6.3% |
| 3Y | +596.3% | +13.8% | +582.5% | +679.8% |
| All | +99.7% | +20.3% | +79.4% | +71.1% |
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