+20.6%
CHD vs KMX
-54.8%
+75.4%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.3% |
| 7D | -4.7% | -3.4% | -1.3% | -4.5% |
| 30D | -8.3% | +4.0% | -12.3% | -8.6% |
| 3M | -4.0% | +24.8% | -28.8% | -5.6% |
| 6M | -6.5% | +43.6% | -50.1% | -9.2% |
| YTD | +13.1% | +56.6% | -43.5% | +8.9% |
| 1Y | +2.3% | +2.2% | +0.1% | +1.3% |
| 3Y | +1.8% | -25.4% | +27.2% | +2.0% |
| 5Y | +20.6% | -55.0% | +75.6% | +22.3% |
| All | +20.6% | -54.8% | +75.4% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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