+14,787.4%
CAH vs BBY
+73,712.5%
-58,925.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | 0.0% |
| 7D | -2.2% | +1.2% | -3.4% | -2.4% |
| 30D | +1.2% | +6.8% | -5.6% | +0.3% |
| 3M | +13.1% | +18.7% | -5.6% | +10.5% |
| 6M | +8.5% | +37.3% | -28.8% | +3.7% |
| YTD | +17.6% | +35.3% | -17.7% | +12.4% |
| 1Y | +60.7% | +20.7% | +40.0% | +55.4% |
| 3Y | +183.2% | +39.4% | +143.7% | +163.9% |
| 5Y | +402.2% | -1.5% | +403.7% | +381.7% |
| 10Y | +302.3% | +239.8% | +62.5% | +224.7% |
| All | +14,787.4% | +73,712.5% | -58,925.1% | +5,411.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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