+791.9%
CDE vs PHM
+49.3%
+742.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +0.3% |
| 7D | -3.1% | -5.0% | +1.9% | -0.5% |
| 30D | +9.5% | -8.4% | +17.9% | +14.7% |
| 3M | +25.5% | -4.4% | +29.9% | +27.9% |
| 6M | -7.9% | -3.7% | -4.2% | -6.6% |
| YTD | +15.6% | +1.3% | +14.3% | +13.7% |
| 1Y | +34.0% | -14.0% | +48.1% | +42.7% |
| 3Y | +791.9% | +48.1% | +743.8% | +497.2% |
| All | +791.9% | +49.3% | +742.6% | +497.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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