+6,624.1%
CHD vs RBA
+4,097.8%
+2,526.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | 0.0% | +0.6% | -0.6% | -0.1% |
| 30D | +12.2% | +9.0% | +3.2% | +11.2% |
| 3M | +9.3% | +7.2% | +2.2% | +8.5% |
| 6M | +24.3% | -7.8% | +32.0% | +24.9% |
| YTD | +34.9% | -6.4% | +41.2% | +35.1% |
| 1Y | +32.7% | -4.2% | +36.9% | +32.6% |
| 3Y | +29.4% | +64.1% | -34.6% | +21.7% |
| 5Y | +31.7% | +48.4% | -16.7% | +23.7% |
| 10Y | +191.7% | +209.9% | -18.2% | +148.8% |
| All | +6,624.1% | +4,097.8% | +2,526.3% | +4,771.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling