+14,817.8%
CAH vs RJF
+49,360.9%
-34,543.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.7% | -2.5% |
| 7D | +0.5% | +1.8% | -1.3% | +0.1% |
| 30D | +1.7% | 0.0% | +1.7% | +1.7% |
| 3M | +17.9% | +18.0% | -0.1% | +13.3% |
| 6M | +10.9% | +17.0% | -6.0% | +6.7% |
| YTD | +17.9% | +11.1% | +6.7% | +14.4% |
| 1Y | +61.7% | +8.0% | +53.7% | +57.7% |
| 3Y | +183.7% | +73.3% | +110.5% | +144.1% |
| 5Y | +401.3% | +107.4% | +293.9% | +308.3% |
| 10Y | +293.7% | +428.5% | -134.8% | +156.5% |
| All | +14,817.8% | +49,360.9% | -34,543.0% | +3,666.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded RJF 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling