-7.4%
CDE vs IBB
+29.7%
-37.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -1.7% |
| 7D | -9.6% | -0.5% | -9.1% | -8.8% |
| 30D | -6.7% | +4.6% | -11.2% | -11.9% |
| 3M | -24.2% | +6.8% | -31.0% | -30.9% |
| 6M | -29.1% | +23.1% | -52.2% | -46.5% |
| YTD | -21.5% | +26.0% | -47.5% | -41.4% |
| 1Y | -7.4% | +30.4% | -37.7% | -32.8% |
| All | -7.4% | +29.7% | -37.0% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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