+287.5%
CAH vs SU
+267.2%
+20.2%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -5.1% | +2.2% | -7.3% | -5.5% |
| 30D | +0.2% | +8.4% | -8.3% | -1.5% |
| 3M | +6.3% | +12.1% | -5.8% | +3.5% |
| 6M | +9.4% | +19.7% | -10.3% | +4.7% |
| YTD | +15.0% | +58.4% | -43.5% | +3.6% |
| 1Y | +55.4% | +67.2% | -11.8% | +38.3% |
| 3Y | +173.8% | +125.0% | +48.8% | +124.0% |
| 5Y | +395.2% | +355.1% | +40.1% | +226.3% |
| All | +287.5% | +267.2% | +20.2% | +157.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 10y: compounded portfolio wealth divided by compounded SU 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…
10y analysis · Full analysis span regression · 6 months rolling