+1,385.1%
DHI vs CVE
+63.1%
+1,321.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.3% | -4.1% | -3.9% |
| 7D | +3.1% | -10.0% | +13.1% | +5.0% |
| 30D | +11.0% | -11.9% | +22.8% | +13.2% |
| 3M | +2.1% | -5.9% | +8.0% | +2.6% |
| 6M | +1.7% | -1.6% | +3.3% | +0.4% |
| YTD | +4.9% | +66.3% | -61.4% | -8.0% |
| 1Y | +4.8% | +57.5% | -52.7% | -7.1% |
| 3Y | +25.9% | +65.4% | -39.6% | +7.8% |
| 5Y | +66.0% | +144.2% | -78.2% | +24.0% |
| 10Y | +508.5% | +135.5% | +373.0% | +277.9% |
| All | +1,385.1% | +63.1% | +1,321.9% | +863.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 all: compounded portfolio wealth divided by compounded CVE 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…
all analysis · Full analysis span regression · 6 months rolling