-48.7%
CHGG vs SPY
+12.1%
-60.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -0.9% |
| 7D | -4.9% | +2.6% | -7.5% | -10.3% |
| 30D | -17.1% | -2.0% | -15.2% | -13.6% |
| 3M | -27.5% | -2.8% | -24.7% | -22.4% |
| 6M | -49.1% | +2.1% | -51.3% | -52.6% |
| YTD | -37.6% | +11.5% | -49.1% | -57.2% |
| 1Y | -48.7% | +13.5% | -62.1% | -66.6% |
| All | -48.7% | +12.1% | -60.7% | -66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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