-72.2%
CHWY vs BEN
+36.0%
-108.2%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -13.6% | -3.1% | -10.5% | -11.9% |
| 30D | -8.5% | +0.2% | -8.7% | -8.7% |
| 3M | +8.9% | +6.8% | +2.1% | +4.1% |
| 6M | -20.5% | +38.1% | -58.6% | -35.2% |
| YTD | -38.2% | +44.3% | -82.5% | -51.2% |
| 1Y | -43.3% | +42.6% | -85.8% | -55.3% |
| 3Y | -8.5% | +52.3% | -60.9% | -34.6% |
| All | -72.2% | +36.0% | -108.2% | -80.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling