-71.9%
CHWY vs ROIV
+310.6%
-382.5%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.7% | +2.0% |
| 7D | -12.0% | +19.0% | -31.0% | -15.5% |
| 30D | -6.2% | +16.1% | -22.3% | -9.6% |
| 3M | +5.5% | +44.1% | -38.6% | -3.3% |
| 6M | -17.8% | +37.8% | -55.6% | -24.1% |
| YTD | -36.2% | +88.7% | -124.9% | -45.4% |
| 1Y | -40.0% | +197.3% | -237.3% | -53.7% |
| 3Y | -8.3% | +224.9% | -233.2% | -32.6% |
| 5Y | -71.9% | +311.0% | -382.9% | -83.8% |
| All | -71.9% | +310.6% | -382.5% | -83.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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