+84.9%
CDE vs IBB
+560.8%
-475.9%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.4% |
| 7D | +0.5% | +1.4% | -0.9% | -0.2% |
| 30D | +21.9% | +10.5% | +11.4% | +15.7% |
| 3M | +14.9% | +23.6% | -8.7% | +2.7% |
| 6M | -10.5% | +22.6% | -33.1% | -19.3% |
| YTD | +19.3% | +25.7% | -6.4% | +6.5% |
| 1Y | +50.8% | +51.4% | -0.6% | +22.0% |
| 3Y | +782.3% | +64.4% | +717.9% | +589.6% |
| 5Y | +191.7% | +22.1% | +169.5% | +165.1% |
| 10Y | +57.6% | +132.5% | -74.8% | +7.9% |
| All | +84.9% | +560.8% | -475.9% | -26.1% |
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 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