+180.2%
CAH vs XHB
+24.0%
+156.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | -0.1% |
| 7D | -2.2% | -1.9% | -0.3% | -2.1% |
| 30D | +1.2% | -8.3% | +9.5% | +1.7% |
| 3M | +13.1% | -7.1% | +20.2% | +13.5% |
| 6M | +8.5% | -5.3% | +13.7% | +8.7% |
| YTD | +17.6% | -3.2% | +20.8% | +17.7% |
| 1Y | +60.7% | -13.9% | +74.5% | +61.6% |
| All | +180.2% | +24.0% | +156.1% | +177.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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