+37.4%
CAH vs ROIV
+91.0%
-53.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.4% | +4.7% | +0.1% |
| 7D | +3.9% | +9.2% | -5.3% | +4.1% |
| 30D | +16.0% | +19.9% | -3.9% | +16.7% |
| 3M | +19.1% | +10.6% | +8.5% | +19.7% |
| 6M | +53.0% | +36.1% | +17.0% | +53.7% |
| YTD | +36.6% | +84.3% | -47.7% | +37.8% |
| 1Y | +37.4% | +87.6% | -50.2% | +38.5% |
| All | +37.4% | +91.0% | -53.6% | +38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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