+174.5%
CHRW vs FHN
+125.8%
+48.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | +4.1% | 0.0% | +4.0% | +4.0% |
| 30D | +1.9% | -2.6% | +4.5% | +2.4% |
| 3M | -21.2% | 0.0% | -21.2% | -21.1% |
| 6M | -16.7% | +9.2% | -25.9% | -18.0% |
| YTD | -5.4% | +4.3% | -9.7% | -6.1% |
| 1Y | +21.2% | +10.8% | +10.4% | +18.8% |
| 3Y | +86.5% | +130.7% | -44.3% | +58.2% |
| 5Y | +93.0% | +87.4% | +5.7% | +63.2% |
| 10Y | +174.5% | +126.9% | +47.6% | +118.6% |
| All | +174.5% | +125.8% | +48.7% | +118.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded FHN 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling