+180.2%
CAH vs SPXU
-79.8%
+260.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.1% |
| 7D | -2.2% | +1.3% | -3.5% | -2.1% |
| 30D | +1.2% | +5.1% | -3.9% | +1.6% |
| 3M | +13.1% | -9.1% | +22.2% | +12.4% |
| 6M | +8.5% | -29.6% | +38.0% | +5.4% |
| YTD | +17.6% | -27.7% | +45.3% | +14.7% |
| 1Y | +60.7% | -37.0% | +97.6% | +54.5% |
| All | +180.2% | -79.8% | +260.0% | +145.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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