+444.8%
CAH vs ACI
+17.4%
+427.4%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.4% | -1.6% |
| 7D | -5.1% | -7.1% | +2.0% | -4.5% |
| 30D | -1.8% | -4.5% | +2.7% | -1.4% |
| 3M | +9.4% | -22.3% | +31.6% | +11.1% |
| 6M | +9.2% | -28.4% | +37.7% | +11.7% |
| YTD | +15.7% | -29.5% | +45.2% | +18.3% |
| 1Y | +59.7% | -34.2% | +94.0% | +64.2% |
| 3Y | +178.5% | -45.7% | +224.1% | +190.6% |
| 5Y | +398.3% | -40.8% | +439.0% | +411.2% |
| All | +444.8% | +17.4% | +427.4% | +437.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ACI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling