+179.3%
EXE vs CNH
+22.3%
+157.0%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.6% | +5.8% | +1.5% |
| 7D | -1.8% | +8.8% | -10.6% | -3.9% |
| 30D | +6.4% | +24.7% | -18.3% | +0.6% |
| 3M | +9.2% | +27.3% | -18.1% | +2.2% |
| 6M | -7.0% | +23.2% | -30.1% | -12.9% |
| YTD | -9.5% | +48.9% | -58.4% | -20.1% |
| 1Y | +6.2% | +19.4% | -13.2% | -0.3% |
| 3Y | +20.7% | +7.8% | +13.0% | +13.3% |
| 5Y | +103.6% | +8.7% | +94.9% | +81.3% |
| All | +179.3% | +22.3% | +157.0% | +144.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CNH 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling