+289.9%
CAH vs ADM
+178.5%
+111.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.8% |
| 7D | -5.1% | +3.0% | -8.1% | -6.0% |
| 30D | -1.8% | +8.7% | -10.5% | -4.5% |
| 3M | +9.4% | +7.6% | +1.7% | +6.3% |
| 6M | +9.2% | +26.9% | -17.6% | -0.2% |
| YTD | +15.7% | +54.3% | -38.6% | -1.7% |
| 1Y | +59.7% | +45.7% | +14.1% | +37.9% |
| 3Y | +178.5% | +21.9% | +156.6% | +150.2% |
| 5Y | +398.3% | +67.2% | +331.1% | +262.2% |
| All | +289.9% | +178.5% | +111.4% | +109.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 ADM 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