-6.8%
AVGO vs CHYM
+71.1%
-77.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.9% | -7.9% | -2.9% |
| 7D | -7.5% | +3.7% | -11.2% | -8.0% |
| 30D | -10.2% | +5.6% | -15.8% | -11.1% |
| 3M | -22.0% | +19.7% | -41.7% | -25.9% |
| 6M | -21.6% | +35.3% | -56.9% | -28.2% |
| YTD | -5.4% | +18.7% | -24.1% | -12.1% |
| 1Y | -6.8% | +67.8% | -74.6% | -18.0% |
| All | -6.8% | +71.1% | -77.9% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CHYM.
Daily Out/Under-Performance
Portfolio return minus CHYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHYM 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 1y: compounded portfolio wealth divided by compounded CHYM 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…
1y analysis · Full analysis span regression · 6 months rolling