+1.3%
BBY vs CHD
+20.9%
-19.6%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +3.0% |
| 7D | +0.6% | -4.5% | +5.1% | +1.9% |
| 30D | +9.4% | -6.7% | +16.1% | +11.7% |
| 3M | +19.3% | -2.7% | +22.1% | +20.3% |
| 6M | +47.9% | -4.9% | +52.9% | +49.8% |
| YTD | +39.6% | +13.3% | +26.2% | +33.9% |
| 1Y | +22.2% | +1.0% | +21.2% | +21.3% |
| 3Y | +45.0% | +1.3% | +43.6% | +41.2% |
| All | +1.3% | +20.9% | -19.6% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 5y: compounded portfolio wealth divided by compounded CHD 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…
5y analysis · Full analysis span regression · 6 months rolling