+70,760.1%
BBY vs CHD
+9,868.9%
+60,891.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.1% |
| 7D | +1.2% | -4.2% | +5.3% | +2.3% |
| 30D | +6.8% | -7.6% | +14.4% | +9.0% |
| 3M | +18.7% | -1.6% | +20.3% | +19.2% |
| 6M | +37.3% | -6.3% | +43.6% | +39.3% |
| YTD | +35.3% | +14.6% | +20.7% | +30.1% |
| 1Y | +20.7% | +1.6% | +19.1% | +19.5% |
| 3Y | +39.4% | +3.1% | +36.3% | +36.1% |
| 5Y | -1.5% | +21.1% | -22.5% | -8.2% |
| 10Y | +239.8% | +128.6% | +111.2% | +166.1% |
| All | +70,760.1% | +9,868.9% | +60,891.1% | +24,653.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling