-39.8%
CHWY vs BEN
+42.3%
-82.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +2.1% |
| 7D | -12.0% | +0.3% | -12.3% | -12.1% |
| 30D | -6.2% | +0.9% | -7.1% | -6.5% |
| 3M | +5.5% | +9.2% | -3.7% | +1.8% |
| 6M | -17.8% | +36.8% | -54.6% | -27.0% |
| YTD | -36.2% | +44.4% | -80.6% | -44.6% |
| 1Y | -40.0% | +45.8% | -85.8% | -48.3% |
| 3Y | -8.3% | +52.5% | -60.8% | -24.1% |
| 5Y | -71.9% | +37.7% | -109.6% | -76.5% |
| All | -39.8% | +42.3% | -82.1% | -51.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling