+18.4%
CHRW vs BBY
+24.8%
-6.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.1% | -2.8% | -0.5% |
| 7D | +3.5% | +0.6% | +2.9% | +3.3% |
| 30D | +4.6% | +9.4% | -4.8% | +2.3% |
| 3M | -19.7% | +19.3% | -39.0% | -22.9% |
| 6M | -12.4% | +47.9% | -60.3% | -20.5% |
| YTD | -3.9% | +39.6% | -43.5% | -11.9% |
| 1Y | +18.4% | +22.2% | -3.8% | +10.1% |
| All | +18.4% | +24.8% | -6.4% | +10.1% |
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