-63.2%
TXG vs CHD
+33.2%
-96.4%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -3.0% | -1.7% |
| 7D | -1.8% | +3.6% | -5.5% | -2.2% |
| 30D | -20.4% | +10.4% | -30.8% | -21.3% |
| 3M | +0.1% | +12.2% | -12.1% | -1.3% |
| 6M | +176.2% | +19.9% | +156.3% | +168.2% |
| YTD | +256.8% | +36.4% | +220.4% | +238.1% |
| 1Y | +255.9% | +35.1% | +220.8% | +237.6% |
| 3Y | +60.2% | +29.2% | +31.0% | +48.8% |
| All | -63.2% | +33.2% | -96.4% | -64.2% |
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