+231.8%
CDE vs BIYA
-99.8%
+331.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.2% | +3.4% | +1.2% |
| 7D | -3.1% | -1.8% | -1.3% | -3.1% |
| 30D | +9.5% | -17.5% | +26.9% | +9.2% |
| 3M | +25.5% | -78.0% | +103.5% | +24.6% |
| 6M | -7.9% | -89.5% | +81.6% | -5.9% |
| YTD | +15.6% | -94.3% | +109.8% | +18.9% |
| 1Y | +34.0% | -98.6% | +132.6% | +42.1% |
| All | +231.8% | -99.8% | +331.5% | +264.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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