+791.9%
CDE vs JHX
-4.5%
+796.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.2% | +0.8% |
| 7D | -3.1% | -6.3% | +3.2% | -0.5% |
| 30D | +9.5% | -7.7% | +17.2% | +13.0% |
| 3M | +25.5% | +19.2% | +6.3% | +17.2% |
| 6M | -7.9% | +38.3% | -46.2% | -18.8% |
| YTD | +15.6% | +37.2% | -21.7% | +2.9% |
| 1Y | +34.0% | +42.3% | -8.2% | +17.2% |
| 3Y | +791.9% | -4.4% | +796.3% | +862.8% |
| All | +791.9% | -4.5% | +796.4% | +862.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling