+54,893.9%
DHR vs CPB
+325.7%
+54,568.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.4% | +1.8% | -0.7% |
| 7D | -3.9% | -8.6% | +4.7% | -1.7% |
| 30D | +4.0% | -7.2% | +11.3% | +5.9% |
| 3M | +11.5% | +0.9% | +10.6% | +10.7% |
| 6M | +1.9% | -11.8% | +13.7% | +4.5% |
| YTD | -8.9% | -19.4% | +10.5% | -4.5% |
| 1Y | +5.1% | -30.4% | +35.5% | +14.2% |
| 3Y | -10.3% | -40.2% | +29.9% | +0.3% |
| 5Y | -27.8% | -39.5% | +11.7% | -20.7% |
| 10Y | +203.6% | -47.4% | +251.0% | +232.5% |
| All | +54,893.9% | +325.7% | +54,568.2% | +31,748.2% |
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