+53,005.7%
DHR vs CDE
-89.9%
+53,095.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.1% | +1.0% | -1.9% |
| 7D | -5.0% | -6.1% | +1.1% | -4.7% |
| 30D | -3.3% | +9.5% | -12.8% | -3.8% |
| 3M | +9.4% | +32.0% | -22.6% | +7.6% |
| 6M | +3.2% | -12.8% | +15.9% | +3.2% |
| YTD | -12.0% | +14.2% | -26.2% | -13.5% |
| 1Y | +4.9% | +36.3% | -31.4% | +1.7% |
| 3Y | -7.4% | +821.4% | -828.8% | -20.4% |
| 5Y | -29.8% | +194.3% | -224.0% | -37.3% |
| 10Y | +209.1% | +53.2% | +155.9% | +169.6% |
| All | +53,005.7% | -89.9% | +53,095.6% | +44,850.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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