+42.3%
JHX vs CG
-33.8%
+76.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +1.6% |
| 7D | -6.3% | -9.9% | +3.5% | -2.6% |
| 30D | -7.7% | -11.7% | +3.9% | -3.5% |
| 3M | +19.2% | -4.3% | +23.5% | +21.0% |
| 6M | +38.3% | -8.8% | +47.0% | +42.8% |
| YTD | +37.2% | -26.9% | +64.1% | +49.3% |
| 1Y | +42.3% | -35.4% | +77.7% | +56.9% |
| All | +42.3% | -33.8% | +76.1% | +56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 1y: compounded portfolio wealth divided by compounded CG 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…
1y analysis · Full analysis span regression · 6 months rolling