+31.0%
CHD vs BB
+88.0%
-56.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +7.0% | -4.3% | +3.0% |
| 7D | +6.9% | -6.8% | +13.8% | +6.5% |
| 30D | +17.1% | -3.5% | +20.6% | +17.0% |
| 3M | +9.1% | -1.2% | +10.3% | +9.3% |
| 6M | +21.4% | +57.0% | -35.6% | +23.2% |
| YTD | +34.9% | +131.1% | -96.3% | +39.2% |
| 1Y | +31.0% | +87.6% | -56.5% | +33.4% |
| All | +31.0% | +88.0% | -56.9% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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