+134.6%
TECK vs CHD
+33.2%
+101.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.4% | -3.1% | -1.6% |
| 7D | -0.4% | +3.6% | -4.1% | -0.3% |
| 30D | -7.1% | +10.4% | -17.5% | -6.7% |
| 3M | -5.5% | +12.2% | -17.6% | -5.0% |
| 6M | -9.7% | +19.9% | -29.6% | -8.9% |
| YTD | +26.3% | +36.4% | -10.2% | +28.1% |
| 1Y | +44.4% | +35.1% | +9.2% | +46.4% |
| 3Y | +70.1% | +29.2% | +40.9% | +71.2% |
| All | +134.6% | +33.2% | +101.4% | +125.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling