-41.6%
CHWY vs HRB
+113.0%
-154.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.6% | -3.1% |
| 7D | -13.6% | -8.0% | -5.6% | -12.6% |
| 30D | -8.5% | -16.0% | +7.4% | -6.4% |
| 3M | +8.9% | +26.9% | -18.0% | +5.4% |
| 6M | -20.5% | +51.1% | -71.6% | -24.9% |
| YTD | -38.2% | +7.1% | -45.2% | -39.1% |
| 1Y | -43.3% | -9.6% | -33.6% | -43.0% |
| 3Y | -8.5% | +25.4% | -34.0% | -11.7% |
| 5Y | -72.7% | +114.9% | -187.7% | -73.5% |
| All | -41.6% | +113.0% | -154.5% | -34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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