+179.6%
CAH vs RRC
+60.0%
+119.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.3% | +1.0% |
| 7D | +3.5% | +6.4% | -2.9% | +3.3% |
| 30D | +13.5% | +23.9% | -10.4% | +12.5% |
| 3M | +21.8% | +30.2% | -8.3% | +20.5% |
| 6M | +51.5% | +26.3% | +25.3% | +50.0% |
| YTD | +38.1% | +48.1% | -10.0% | +35.5% |
| 1Y | +37.7% | +37.7% | 0.0% | +35.7% |
| 3Y | +179.6% | +60.3% | +119.3% | +179.0% |
| All | +179.6% | +60.0% | +119.7% | +179.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 3y: compounded portfolio wealth divided by compounded RRC 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…
3y analysis · Full analysis span regression · 6 months rolling