+50.8%
CDE vs BITO
-30.5%
+81.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.5% | +0.6% | -0.5% |
| 7D | +0.5% | +2.9% | -2.4% | -1.2% |
| 30D | +21.9% | +22.6% | -0.7% | +7.9% |
| 3M | +14.9% | +24.7% | -9.7% | +1.6% |
| 6M | -10.5% | +7.5% | -18.0% | -14.9% |
| YTD | +19.3% | -10.8% | +30.1% | +18.4% |
| 1Y | +50.8% | -29.9% | +80.7% | +69.3% |
| All | +50.8% | -30.5% | +81.3% | +69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BITO.
Daily Out/Under-Performance
Portfolio return minus BITO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BITO 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 1y: compounded portfolio wealth divided by compounded BITO 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…
1y analysis · Full analysis span regression · 6 months rolling