+398.3%
CAH vs SPXU
-85.5%
+483.8%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.8% | -3.5% | -1.4% |
| 7D | -5.1% | +6.4% | -11.4% | -4.3% |
| 30D | -1.8% | +5.9% | -7.7% | -1.0% |
| 3M | +9.4% | -11.7% | +21.0% | +7.8% |
| 6M | +9.2% | -28.7% | +37.9% | +4.8% |
| YTD | +15.7% | -26.4% | +42.0% | +11.7% |
| 1Y | +59.7% | -35.2% | +95.0% | +51.6% |
| 3Y | +178.5% | -79.8% | +258.3% | +128.6% |
| 5Y | +398.3% | -86.1% | +484.3% | +307.5% |
| All | +398.3% | -85.5% | +483.8% | +307.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling