+24.5%
CDE vs IBB
+565.6%
-541.1%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.2% | -2.7% | -3.7% |
| 7D | -2.3% | +1.6% | -3.9% | -3.0% |
| 30D | -12.1% | +6.7% | -18.8% | -15.2% |
| 3M | -23.9% | +6.3% | -30.3% | -26.3% |
| 6M | -29.0% | +23.9% | -52.9% | -36.6% |
| YTD | -19.7% | +26.6% | -46.3% | -28.6% |
| 1Y | -8.4% | +29.6% | -38.0% | -19.6% |
| 3Y | +578.5% | +86.1% | +492.4% | +397.3% |
| 5Y | +100.2% | +40.3% | +59.9% | +70.4% |
| 10Y | +56.5% | +128.1% | -71.6% | +8.0% |
| All | +24.5% | +565.6% | -541.1% | -50.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling