+3.2%
CDE vs JHX
+53.7%
-50.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.9% | +3.3% | +2.3% |
| 7D | +4.2% | +6.4% | -2.2% | -0.2% |
| 30D | -14.8% | +12.3% | -27.1% | -21.5% |
| 3M | -16.1% | +1.1% | -17.1% | -16.9% |
| 6M | -14.5% | +42.2% | -56.7% | -33.9% |
| YTD | -17.9% | +38.1% | -56.0% | -32.0% |
| 1Y | +3.2% | +54.9% | -51.7% | -15.0% |
| All | +3.2% | +53.7% | -50.5% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 1y: compounded portfolio wealth divided by compounded JHX 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…
1y analysis · Full analysis span regression · 6 months rolling