+61,719.2%
DHR vs CPB
+359.2%
+61,360.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.2% | -2.8% | -0.4% |
| 7D | +1.2% | -1.6% | +2.8% | +1.6% |
| 30D | +3.7% | +19.2% | -15.5% | -1.2% |
| 3M | +14.5% | -0.9% | +15.4% | +14.2% |
| 6M | +40.9% | +15.2% | +25.7% | +34.7% |
| YTD | +2.4% | -13.1% | +15.5% | +4.8% |
| 1Y | +6.1% | -22.4% | +28.5% | +11.7% |
| 3Y | +21.0% | -35.3% | +56.3% | +32.2% |
| 5Y | -11.4% | -33.0% | +21.6% | -5.6% |
| 10Y | +241.8% | -39.2% | +281.0% | +258.4% |
| All | +61,719.2% | +359.2% | +61,360.0% | +34,862.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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