+325.3%
ASX vs CHRW
+63.9%
+261.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.3% | +8.7% | +6.7% |
| 7D | -19.9% | +0.6% | -20.5% | -19.8% |
| 30D | -30.9% | -7.3% | -23.6% | -30.5% |
| 3M | -15.1% | -14.2% | -0.9% | -14.1% |
| 6M | -6.5% | -25.1% | +18.6% | -4.2% |
| YTD | +98.4% | -21.2% | +119.6% | +100.3% |
| 1Y | +107.9% | -14.2% | +122.0% | +107.3% |
| 3Y | +325.3% | +63.5% | +261.8% | +278.9% |
| All | +325.3% | +63.9% | +261.4% | +278.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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