+17.6%
IVV vs CAH
+58.4%
-40.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.6% |
| 7D | -2.0% | -5.1% | +3.1% | -2.1% |
| 30D | -1.6% | -1.8% | +0.1% | -1.6% |
| 3M | +4.8% | +9.4% | -4.6% | +4.9% |
| 6M | +12.6% | +9.2% | +3.3% | +12.8% |
| YTD | +11.8% | +15.7% | -3.9% | +12.4% |
| 1Y | +17.6% | +59.7% | -42.2% | +19.0% |
| All | +17.6% | +58.4% | -40.8% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 1y: compounded portfolio wealth divided by compounded CAH 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…
1y analysis · Full analysis span regression · 6 months rolling