+214.6%
CDE vs BITO
-8.3%
+222.9%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -3.1% | -3.4% | +0.3% | -2.1% |
| 30D | +9.5% | +21.4% | -11.9% | +3.5% |
| 3M | +25.5% | +20.5% | +5.0% | +19.3% |
| 6M | -7.9% | +7.4% | -15.3% | -9.4% |
| YTD | +15.6% | -13.9% | +29.4% | +19.5% |
| 1Y | +34.0% | -35.1% | +69.1% | +47.9% |
| 3Y | +791.9% | +156.8% | +635.1% | +572.5% |
| All | +214.6% | -8.3% | +222.9% | +160.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling