+177.7%
CHRW vs AEE
+191.3%
-13.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.6% |
| 7D | +4.4% | -0.7% | +5.0% | +4.5% |
| 30D | +5.5% | -2.0% | +7.5% | +6.1% |
| 3M | -17.3% | -2.8% | -14.4% | -16.7% |
| 6M | -12.7% | -3.6% | -9.1% | -12.0% |
| YTD | -4.1% | +7.3% | -11.4% | -6.5% |
| 1Y | +21.2% | +8.7% | +12.5% | +17.6% |
| 3Y | +88.9% | +46.0% | +42.9% | +67.2% |
| 5Y | +93.1% | +39.8% | +53.3% | +72.2% |
| All | +177.7% | +191.3% | -13.6% | +125.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AEE 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling