+100.2%
CDE vs ALHC
-65.9%
+166.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.5% | -2.4% | -4.5% |
| 7D | -2.3% | -0.8% | -1.5% | -2.2% |
| 30D | -12.1% | -9.6% | -2.4% | -10.8% |
| 3M | -23.9% | -44.5% | +20.6% | -17.8% |
| 6M | -29.0% | -59.2% | +30.2% | -20.8% |
| YTD | -19.7% | -62.0% | +42.3% | -9.9% |
| 1Y | -8.4% | -54.8% | +46.4% | -0.2% |
| 3Y | +578.5% | +25.0% | +553.5% | +474.5% |
| 5Y | +100.2% | -65.3% | +165.6% | +109.7% |
| All | +100.2% | -65.9% | +166.1% | +109.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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