-30.7%
CHWY vs BEN
+56.2%
-87.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.7% | +1.5% | +4.8% |
| 7D | +13.4% | +6.7% | +6.6% | +11.3% |
| 30D | +28.4% | +3.0% | +25.4% | +27.3% |
| 3M | -2.9% | -4.3% | +1.4% | -1.7% |
| 6M | -4.7% | +16.4% | -21.1% | -9.3% |
| YTD | -29.2% | +46.8% | -76.0% | -33.9% |
| 1Y | -30.7% | +57.3% | -88.1% | -33.7% |
| All | -30.7% | +56.2% | -87.0% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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