-41.6%
CHWY vs ED
+56.8%
-98.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.8% | -3.0% |
| 7D | -13.6% | -0.8% | -12.8% | -13.6% |
| 30D | -8.5% | -0.4% | -8.1% | -8.5% |
| 3M | +8.9% | +0.5% | +8.4% | +8.8% |
| 6M | -20.5% | -3.1% | -17.3% | -20.3% |
| YTD | -38.2% | +9.8% | -48.0% | -38.8% |
| 1Y | -43.3% | +12.6% | -55.8% | -44.0% |
| 3Y | -8.5% | +31.4% | -39.9% | -12.0% |
| 5Y | -72.7% | +69.4% | -142.2% | -75.0% |
| All | -41.6% | +56.8% | -98.4% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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