+59.4%
RBLX vs CHD
+0.7%
+58.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.4% |
| 7D | +5.1% | -4.5% | +9.5% | +3.6% |
| 30D | +28.0% | -6.7% | +34.7% | +25.4% |
| 3M | +4.6% | -2.7% | +7.3% | +4.0% |
| 6M | -24.7% | -4.9% | -19.7% | -25.6% |
| YTD | -43.8% | +13.3% | -57.2% | -41.2% |
| 1Y | -65.8% | +1.0% | -66.8% | -65.2% |
| 3Y | +59.4% | +1.3% | +58.0% | +62.7% |
| All | +59.4% | +0.7% | +58.7% | +62.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling