+14,450.6%
CAH vs SU
+61,601.3%
-47,150.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -5.1% | +2.2% | -7.3% | -5.1% |
| 30D | +0.2% | +8.4% | -8.3% | +0.2% |
| 3M | +6.3% | +12.1% | -5.8% | +6.3% |
| 6M | +9.4% | +19.7% | -10.3% | +9.4% |
| YTD | +15.0% | +58.4% | -43.5% | +14.9% |
| 1Y | +55.4% | +67.2% | -11.8% | +55.4% |
| 3Y | +173.8% | +125.0% | +48.8% | +173.7% |
| 5Y | +395.2% | +355.1% | +40.1% | +394.7% |
| 10Y | +293.2% | +263.7% | +29.5% | +292.8% |
| All | +14,450.6% | +61,601.3% | -47,150.7% | +14,493.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling