-69.9%
CHWY vs ROIV
+380.3%
-450.2%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.1% |
| 7D | -0.2% | +1.7% | -1.8% | -0.5% |
| 30D | +8.1% | +17.6% | -9.5% | +4.2% |
| 3M | +0.3% | +9.0% | -8.7% | -2.4% |
| 6M | +4.0% | +35.3% | -31.3% | -4.2% |
| YTD | -31.9% | +82.2% | -114.0% | -41.8% |
| 1Y | -32.8% | +92.3% | -125.0% | -43.4% |
| 3Y | +16.0% | +336.8% | -320.8% | -21.0% |
| All | -69.9% | +380.3% | -450.2% | -83.7% |
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