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  • CAT vs CHYM✓SelectedUSD · CHYMCAT vs CHYM performance historyLatest closeAs of+1.05%09/08
Stock and ETF performance explorer

CAT vs CHYM

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+130.8%
CHYM return
-24.9%
Excess return
+155.6%
Maximum drawdown
-26.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioCHYMExcessAlpha
1D+1.0%-4.3%+5.3%+1.3%
7D+5.6%+2.1%+3.5%+5.4%
30D-2.3%+11.0%-13.4%-3.1%
3M-10.0%+83.9%-93.9%-14.8%
6M+21.2%+45.3%-24.1%+16.6%
YTD+44.4%+28.4%+16.1%+40.0%
1Y+96.3%+32.2%+64.1%+89.6%
All+130.8%-24.9%+155.6%+127.2%

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 all: 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…

all analysis · Full analysis span regression · 6 months rolling