-6.3%
CI vs CHRW
+20.6%
-26.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -1.7% |
| 7D | -2.0% | +1.9% | -4.0% | -1.8% |
| 30D | -1.8% | +0.9% | -2.8% | -1.7% |
| 3M | -4.2% | -19.9% | +15.6% | -6.2% |
| 6M | +2.7% | -15.8% | +18.5% | +0.9% |
| YTD | +1.9% | -5.6% | +7.5% | +9.0% |
| 1Y | -6.3% | +21.0% | -27.3% | +17.2% |
| All | -6.3% | +20.6% | -26.8% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CHRW 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling