+192.4%
CHD vs BB
+21.8%
+170.7%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.4% | +3.8% | +1.4% |
| 7D | +3.6% | +1.8% | +1.8% | +3.6% |
| 30D | +10.4% | +8.1% | +2.3% | +10.4% |
| 3M | +12.2% | -1.0% | +13.2% | +12.2% |
| 6M | +19.9% | +45.9% | -26.0% | +19.4% |
| YTD | +36.4% | +134.8% | -98.4% | +35.2% |
| 1Y | +35.1% | +104.6% | -69.5% | +34.1% |
| 3Y | +29.2% | +152.8% | -123.7% | +27.3% |
| 5Y | +33.4% | -17.4% | +50.8% | +32.8% |
| All | +192.4% | +21.8% | +170.7% | +180.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling