+24.4%
TXG vs CHD
+43.6%
-19.3%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.0% | +6.7% | +5.2% |
| 7D | +9.4% | -2.9% | +12.3% | +10.1% |
| 30D | +26.1% | -6.2% | +32.3% | +27.8% |
| 3M | +124.8% | +1.6% | +123.3% | +122.8% |
| 6M | +215.2% | -3.5% | +218.8% | +216.3% |
| YTD | +302.2% | +16.2% | +286.0% | +284.4% |
| 1Y | +370.9% | +3.4% | +367.5% | +362.5% |
| 3Y | +38.5% | +4.6% | +33.9% | +32.9% |
| 5Y | -64.4% | +21.1% | -85.5% | -68.4% |
| All | +24.4% | +43.6% | -19.3% | -2.6% |
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