+810.1%
CDE vs IBB
+63.1%
+747.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.6% |
| 7D | -2.0% | -3.9% | +1.9% | +2.3% |
| 30D | +15.7% | +2.7% | +13.0% | +12.8% |
| 3M | +30.5% | +21.4% | +9.2% | +6.7% |
| 6M | -7.4% | +20.1% | -27.5% | -22.9% |
| YTD | +17.9% | +21.9% | -4.0% | -2.8% |
| 1Y | +46.7% | +44.1% | +2.6% | +3.4% |
| All | +810.1% | +63.1% | +747.0% | +449.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling