+21.8%
VZ vs CHRW
+58.8%
-37.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +1.5% | +7.3% | -5.8% | +1.1% |
| 30D | +4.4% | -3.6% | +7.9% | +4.5% |
| 3M | -2.4% | -9.6% | +7.2% | -2.0% |
| 6M | +1.4% | -17.0% | +18.4% | +1.7% |
| YTD | +21.4% | -15.4% | +36.8% | +21.0% |
| 1Y | +20.3% | -10.0% | +30.3% | +19.2% |
| 3Y | +57.4% | +82.2% | -24.8% | +43.7% |
| All | +21.8% | +58.8% | -37.0% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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