-45.6%
CHTR vs CHYM
+71.1%
-116.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +5.9% | -0.2% | +4.6% |
| 7D | +14.1% | +3.7% | +10.4% | +13.3% |
| 30D | +11.6% | +5.6% | +6.0% | +10.4% |
| 3M | -21.4% | +19.7% | -41.2% | -23.9% |
| 6M | -27.3% | +35.3% | -62.6% | -31.0% |
| YTD | -42.4% | +18.7% | -61.1% | -44.9% |
| 1Y | -45.6% | +67.8% | -113.4% | -51.1% |
| All | -45.6% | +71.1% | -116.6% | -51.1% |
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