To: Paul Senior who wrote (78991 ) 1/22/2026 12:55:53 PM From: E_K_S Respond to RE: ELAN January 22, 2026 , here are the CAGR (Compound Annual Growth Rate) calculations for your positions in Phibro Animal Health (PAHC) and Elanco Animal Health (ELAN), compared against the S&P 500 ($SPX).Ticker Buy Date Buy Price Sell Price Holding Period CAGR Gain Type $SPX CAGR Beat SPX? PAHC 11/2023 $ 9.43 $42.12$ 2.19 Years 98.21% Long Term 21.79% YES ELAN 02/2025 $10.22 $24.95$ 0.94 Years 159.40% Short Term 14.32% YES
Based on the stock prices provided and the current market data as of January 22, 2026 , here are the CAGR (Compound Annual Growth Rate) calculations for your positions in Phibro Animal Health (PAHC) and Elanco Animal Health (ELAN), compared against the S&P 500 ($SPX).Holding Period: Approximately 2.19 years (from mid-November 2023 to January 22, 2026).Gain Type: Long Term. Since the asset was held for more than one year, the profits are typically subject to lower Long-Term Capital Gains tax rates.Performance: Your investment grew by over 346% in absolute terms. The resulting CAGR of 98.21% significantly outperformed the S&P 500, which posted a CAGR of approximately 21.79% over the same timeframe.Holding Period: Approximately 0.94 years (from mid-February 2025 to January 22, 2026).Gain Type: Short Term. Because the asset was sold in less than one year (it would have reached "Long Term" status in February 2026), these gains are typically taxed at your ordinary income tax rate.Performance: This was an exceptionally high-growth trade, yielding an absolute return of 144% in less than a year. The annualized CAGR of 159.40% massivey beat the S&P 500's CAGR of 14.32% for that period.PAHC benefited from a longer compounding period, while ELAN achieved an explosive return in a shorter window, though it remains a short-term gain for tax purposes.
