+37.7%
CAH vs LII
-26.1%
+63.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | -0.1% | +1.0% |
| 7D | +3.5% | +2.9% | +0.5% | +3.3% |
| 30D | +13.5% | +0.9% | +12.6% | +13.3% |
| 3M | +21.8% | -15.5% | +37.4% | +22.5% |
| 6M | +51.5% | -30.2% | +81.7% | +53.5% |
| YTD | +38.1% | -26.8% | +64.9% | +39.1% |
| 1Y | +37.7% | -25.3% | +63.0% | +38.4% |
| All | +37.7% | -26.1% | +63.8% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 1y: compounded portfolio wealth divided by compounded LII 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…
1y analysis · Full analysis span regression · 6 months rolling