+1,363.0%
DHI vs CVE
+67.5%
+1,295.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.7% | -4.2% | -2.0% |
| 7D | -6.1% | +0.1% | -6.1% | -6.1% |
| 30D | +9.8% | -10.8% | +20.7% | +11.7% |
| 3M | -2.2% | -4.3% | +2.1% | -2.1% |
| 6M | +2.0% | -1.5% | +3.5% | +0.7% |
| YTD | +3.3% | +70.7% | -67.4% | -9.8% |
| 1Y | +1.5% | +58.1% | -56.6% | -10.0% |
| 3Y | +24.0% | +69.8% | -45.8% | +5.7% |
| 5Y | +61.2% | +148.9% | -87.7% | +20.1% |
| 10Y | +503.7% | +143.5% | +360.1% | +272.0% |
| All | +1,363.0% | +67.5% | +1,295.6% | +844.2% |
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