+1,394.6%
WDC vs CHD
+1.8%
+1,392.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +0.4% |
| 7D | +7.5% | -4.2% | +11.6% | +5.3% |
| 30D | +10.1% | -7.6% | +17.6% | +6.3% |
| 3M | -6.8% | -1.6% | -5.2% | -6.4% |
| 6M | +84.1% | -6.3% | +90.5% | +83.8% |
| YTD | +180.3% | +14.6% | +165.7% | +193.7% |
| 1Y | +411.1% | +1.6% | +409.5% | +422.2% |
| All | +1,394.6% | +1.8% | +1,392.8% | +1,418.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling