+1,578.5%
CHRD vs SPY
+800.7%
+777.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +0.3% |
| 7D | +2.6% | -2.0% | +4.6% | -1.7% |
| 30D | +10.0% | -1.7% | +11.7% | +6.2% |
| 3M | +10.8% | +4.7% | +6.1% | +23.2% |
| 6M | +31.2% | +12.5% | +18.7% | +71.9% |
| YTD | +68.4% | +11.7% | +56.7% | +116.2% |
| 1Y | +48.6% | +17.5% | +31.2% | +111.0% |
| 3Y | +10.9% | +76.6% | -65.7% | +237.9% |
| 5Y | +155.5% | +82.0% | +73.5% | +398.5% |
| 10Y | +2,327.2% | +317.1% | +2,010.0% | +4,383.5% |
| All | +1,578.5% | +800.7% | +777.8% | +945.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling