+193.1%
CHD vs RBA
+225.5%
-32.3%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.4% |
| 7D | +2.4% | +3.2% | -0.8% | +2.1% |
| 30D | +13.9% | +12.0% | +1.9% | +12.6% |
| 3M | +8.5% | +2.9% | +5.6% | +8.1% |
| 6M | +20.4% | -6.3% | +26.6% | +20.7% |
| YTD | +34.5% | -5.9% | +40.4% | +34.6% |
| 1Y | +33.8% | -3.9% | +37.6% | +33.5% |
| 3Y | +29.1% | +64.9% | -35.8% | +21.6% |
| 5Y | +31.2% | +48.5% | -17.2% | +23.7% |
| 10Y | +193.1% | +211.8% | -18.7% | +146.4% |
| All | +193.1% | +225.5% | -32.3% | +146.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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