+17.8%
CHRW vs PTC
-33.3%
+51.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.0% | +7.1% | +1.4% |
| 7D | -1.4% | -10.3% | +8.9% | -0.9% |
| 30D | -3.5% | +1.1% | -4.6% | -3.5% |
| 3M | -19.4% | +1.6% | -21.0% | -17.7% |
| 6M | -21.4% | -13.5% | -7.9% | -14.8% |
| YTD | -7.1% | -19.1% | +11.9% | +1.4% |
| 1Y | +17.8% | -33.9% | +51.7% | +34.6% |
| All | +17.8% | -33.3% | +51.1% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 2025-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded PTC 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling