-84.8%
EOSE vs CHD
+30.9%
-115.8%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +2.6% | +10.0% | +14.1% |
| 7D | +9.7% | +6.9% | +2.8% | +14.3% |
| 30D | -34.6% | +17.1% | -51.7% | -28.1% |
| 3M | -50.8% | +9.1% | -59.9% | -47.6% |
| 6M | -66.5% | +21.4% | -87.8% | -62.0% |
| YTD | -81.3% | +34.9% | -116.2% | -78.4% |
| 1Y | -84.8% | +31.0% | -115.9% | -81.6% |
| All | -84.8% | +30.9% | -115.8% | -81.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 1y: compounded portfolio wealth divided by compounded CHD 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…
1y analysis · Full analysis span regression · 6 months rolling