+127.0%
CHRW vs GEN
+166.9%
-39.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | +0.2% | -0.3% | +0.5% | +0.3% |
| 30D | -9.4% | +28.2% | -37.5% | -12.7% |
| 3M | -13.3% | +2.6% | -15.9% | -13.9% |
| 6M | -24.2% | +32.7% | -56.8% | -27.8% |
| YTD | -18.9% | +11.3% | -30.1% | -20.9% |
| 1Y | -12.4% | +17.9% | -30.3% | -15.4% |
| 3Y | +72.2% | +66.3% | +5.9% | +56.4% |
| 5Y | +53.4% | +31.7% | +21.7% | +41.5% |
| 10Y | +127.0% | +150.0% | -23.1% | +78.4% |
| All | +127.0% | +166.9% | -39.9% | +78.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling