+506.1%
CAH vs LII
+19.9%
+486.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.4% | +1.7% |
| 7D | +8.5% | -0.6% | +9.1% | +8.5% |
| 30D | +17.0% | -4.6% | +21.6% | +17.5% |
| 3M | +14.6% | -21.2% | +35.8% | +17.3% |
| 6M | +42.5% | -36.4% | +79.0% | +48.6% |
| YTD | +33.5% | -28.9% | +62.4% | +36.8% |
| 1Y | +38.5% | -29.5% | +68.1% | +42.0% |
| 3Y | +179.0% | -8.6% | +187.6% | +169.2% |
| All | +506.1% | +19.9% | +486.2% | +433.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling