+293.7%
CAH vs RF
+334.9%
-41.3%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.6% | -2.4% |
| 7D | +0.5% | +2.7% | -2.2% | -0.2% |
| 30D | +1.7% | -3.4% | +5.1% | +2.7% |
| 3M | +17.9% | +6.4% | +11.5% | +15.8% |
| 6M | +10.9% | +13.4% | -2.5% | +6.8% |
| YTD | +17.9% | +14.2% | +3.6% | +12.9% |
| 1Y | +61.7% | +15.7% | +46.0% | +54.0% |
| 3Y | +183.7% | +91.3% | +92.4% | +125.4% |
| 5Y | +401.3% | +89.8% | +311.6% | +286.0% |
| 10Y | +293.7% | +336.7% | -43.0% | +90.6% |
| All | +293.7% | +334.9% | -41.3% | +90.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RF 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling