+1,086.5%
CAH vs BB
+314.8%
+771.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +1.2% |
| 7D | +3.5% | +1.8% | +1.6% | +3.3% |
| 30D | +13.5% | +8.1% | +5.3% | +12.8% |
| 3M | +21.8% | -1.0% | +22.8% | +21.5% |
| 6M | +51.5% | +45.9% | +5.6% | +47.0% |
| YTD | +38.1% | +134.8% | -96.7% | +30.0% |
| 1Y | +37.7% | +104.6% | -66.9% | +30.5% |
| 3Y | +179.6% | +152.8% | +26.8% | +156.6% |
| 5Y | +504.9% | -17.4% | +522.4% | +483.9% |
| 10Y | +418.6% | +22.4% | +396.1% | +358.5% |
| All | +1,086.5% | +314.8% | +771.7% | +971.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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