+95.2%
CNC vs DHI
+414.5%
-319.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.2% | +1.2% |
| 7D | -0.9% | -3.4% | +2.5% | -0.2% |
| 30D | -1.0% | -5.4% | +4.5% | +0.2% |
| 3M | +4.5% | -10.4% | +15.0% | +6.6% |
| 6M | +85.2% | -2.8% | +88.0% | +84.2% |
| YTD | +61.4% | -3.4% | +64.8% | +60.5% |
| 1Y | +94.9% | -22.9% | +117.8% | +103.7% |
| 3Y | 0.0% | +20.7% | -20.7% | -9.4% |
| 5Y | +11.2% | +62.1% | -50.9% | -9.8% |
| All | +95.2% | +414.5% | -319.3% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 10y: compounded portfolio wealth divided by compounded DHI 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…
10y analysis · Full analysis span regression · 6 months rolling