+2,265.7%
TECK vs CHD
+2,596.6%
-330.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.0% | +6.2% | +4.9% |
| 7D | +7.8% | -2.9% | +10.7% | +8.8% |
| 30D | +8.3% | -6.2% | +14.5% | +10.7% |
| 3M | +16.1% | +1.6% | +14.5% | +14.8% |
| 6M | +42.9% | -3.5% | +46.4% | +43.7% |
| YTD | +50.8% | +16.2% | +34.5% | +41.1% |
| 1Y | +106.1% | +3.4% | +102.7% | +100.6% |
| 3Y | +84.0% | +4.6% | +79.4% | +73.7% |
| 5Y | +223.5% | +21.1% | +202.3% | +176.9% |
| 10Y | +378.1% | +126.5% | +251.5% | +166.4% |
| All | +2,265.7% | +2,596.6% | -330.8% | +576.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling