+549.9%
CDE vs GEHC
+2.1%
+547.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.4% |
| 7D | -3.1% | -7.2% | +4.1% | +0.1% |
| 30D | +9.5% | -11.6% | +21.0% | +15.5% |
| 3M | +25.5% | -0.8% | +26.3% | +24.5% |
| 6M | -7.9% | -11.9% | +4.0% | -3.5% |
| YTD | +15.6% | -21.9% | +37.5% | +27.6% |
| 1Y | +34.0% | -17.8% | +51.9% | +43.9% |
| 3Y | +791.9% | -3.5% | +795.4% | +794.7% |
| All | +549.9% | +2.1% | +547.9% | +540.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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