+17.8%
CHRW vs BBY
+27.1%
-9.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.2% | -2.1% | +0.3% |
| 7D | -1.4% | +9.5% | -10.9% | -3.6% |
| 30D | -3.5% | +6.8% | -10.3% | -5.0% |
| 3M | -19.4% | +28.9% | -48.2% | -24.0% |
| 6M | -21.4% | +37.8% | -59.2% | -27.4% |
| YTD | -7.1% | +38.7% | -45.9% | -14.8% |
| 1Y | +17.8% | +23.7% | -5.9% | +10.2% |
| All | +17.8% | +27.1% | -9.3% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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