+484.0%
CAH vs DECK
+27.7%
+456.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +6.0% | -2.4% | +3.3% |
| 7D | +7.0% | +10.4% | -3.4% | +6.5% |
| 30D | +12.4% | +11.1% | +1.3% | +11.8% |
| 3M | +12.2% | -10.8% | +22.9% | +12.6% |
| 6M | +33.2% | -8.7% | +42.0% | +33.5% |
| YTD | +28.4% | -14.0% | +42.4% | +28.8% |
| 1Y | +35.0% | +12.0% | +23.0% | +34.0% |
| 3Y | +172.2% | -10.5% | +182.7% | +168.4% |
| All | +484.0% | +27.7% | +456.2% | +452.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 5y: compounded portfolio wealth divided by compounded DECK 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…
5y analysis · Full analysis span regression · 6 months rolling