-41.6%
CHWY vs BUD
+2.3%
-43.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.8% | -3.2% |
| 7D | -13.6% | -2.6% | -11.0% | -13.2% |
| 30D | -8.5% | -1.2% | -7.3% | -8.3% |
| 3M | +8.9% | -4.9% | +13.8% | +9.8% |
| 6M | -20.5% | +9.3% | -29.7% | -21.7% |
| YTD | -38.2% | +24.0% | -62.1% | -40.6% |
| 1Y | -43.3% | +34.5% | -77.8% | -46.3% |
| 3Y | -8.5% | +43.7% | -52.2% | -15.4% |
| 5Y | -72.7% | +46.0% | -118.8% | -75.0% |
| All | -41.6% | +2.3% | -43.9% | -44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling