-10.0%
CHRW vs IBB
+29.7%
-39.6%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | +7.3% | -0.5% | +7.8% | +7.4% |
| 30D | -3.6% | +4.6% | -8.1% | -4.1% |
| 3M | -9.6% | +6.8% | -16.4% | -11.0% |
| 6M | -17.0% | +23.1% | -40.1% | -22.0% |
| YTD | -15.4% | +26.0% | -41.5% | -21.6% |
| 1Y | -10.0% | +30.4% | -40.4% | -18.6% |
| All | -10.0% | +29.7% | -39.6% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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