+3.2%
CDE vs MOH
+43.5%
-40.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.3% | +4.7% | +0.3% |
| 7D | +4.2% | +8.9% | -4.7% | +4.4% |
| 30D | -14.8% | +11.0% | -25.8% | -14.6% |
| 3M | -16.1% | +11.0% | -27.1% | -16.0% |
| 6M | -14.5% | +12.7% | -27.2% | -13.9% |
| YTD | -17.9% | +24.8% | -42.7% | -17.4% |
| 1Y | +3.2% | +44.7% | -41.5% | -0.2% |
| All | +3.2% | +43.5% | -40.2% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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