+174.5%
CHRW vs TAP
-51.4%
+225.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.2% | +0.5% |
| 7D | +4.1% | -5.1% | +9.1% | +5.4% |
| 30D | +1.9% | -8.4% | +10.3% | +4.0% |
| 3M | -21.2% | -3.9% | -17.2% | -20.6% |
| 6M | -16.7% | -14.4% | -2.3% | -13.7% |
| YTD | -5.4% | -14.7% | +9.4% | -2.4% |
| 1Y | +21.2% | -18.7% | +39.9% | +26.2% |
| 3Y | +86.5% | -32.6% | +119.1% | +102.0% |
| 5Y | +93.0% | -1.4% | +94.5% | +86.5% |
| 10Y | +174.5% | -50.4% | +224.9% | +187.5% |
| All | +174.5% | -51.4% | +225.9% | +187.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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