+86.8%
CHRW vs PODD
-51.3%
+138.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.1% | +1.3% |
| 7D | -1.4% | +1.6% | -3.0% | -1.6% |
| 30D | -3.5% | +10.7% | -14.1% | -4.6% |
| 3M | -19.4% | +0.7% | -20.1% | -19.8% |
| 6M | -21.4% | -39.3% | +17.9% | -17.5% |
| YTD | -7.1% | -48.1% | +41.0% | -1.0% |
| 1Y | +17.8% | -57.4% | +75.3% | +28.0% |
| 3Y | +78.8% | -23.3% | +102.0% | +78.0% |
| All | +86.8% | -51.3% | +138.2% | +83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 5y: compounded portfolio wealth divided by compounded PODD 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…
5y analysis · Full analysis span regression · 6 months rolling