+70,520.4%
ROST vs BHP
+8,048.4%
+62,472.0%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.8% |
| 7D | +0.2% | +1.3% | -1.0% | -0.1% |
| 30D | -10.0% | +4.0% | -13.9% | -10.9% |
| 3M | +1.2% | +12.3% | -11.1% | -2.1% |
| 6M | +8.9% | +30.8% | -21.9% | +0.8% |
| YTD | +28.1% | +58.8% | -30.7% | +12.4% |
| 1Y | +53.0% | +76.8% | -23.9% | +30.3% |
| 3Y | +97.9% | +87.5% | +10.4% | +63.6% |
| 5Y | +112.0% | +123.9% | -11.9% | +63.4% |
| 10Y | +303.0% | +504.4% | -201.4% | +139.6% |
| All | +70,520.4% | +8,048.4% | +62,472.0% | +19,451.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BHP 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling