+14,817.8%
CAH vs MKC
+3,364.7%
+11,453.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.6% |
| 7D | +0.5% | -4.3% | +4.8% | +1.7% |
| 30D | +1.7% | -2.0% | +3.7% | +2.2% |
| 3M | +17.9% | +10.0% | +7.9% | +14.4% |
| 6M | +10.9% | -18.5% | +29.5% | +16.6% |
| YTD | +17.9% | -22.4% | +40.3% | +25.1% |
| 1Y | +61.7% | -23.6% | +85.3% | +72.0% |
| 3Y | +183.7% | -30.4% | +214.2% | +205.6% |
| 5Y | +401.3% | -34.2% | +435.5% | +442.6% |
| 10Y | +293.7% | +26.8% | +266.8% | +249.1% |
| All | +14,817.8% | +3,364.7% | +11,453.1% | +6,219.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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