+57.8%
CHYM vs CGNX
+19.2%
+38.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -10.5% | +11.5% | +1.1% |
| 7D | +4.5% | -19.5% | +24.0% | +4.7% |
| 30D | +9.2% | -28.4% | +37.6% | +9.5% |
| 3M | +16.4% | -32.7% | +49.2% | +16.9% |
| 6M | +45.2% | -19.0% | +64.2% | +44.3% |
| YTD | +19.9% | +32.6% | -12.7% | +8.2% |
| 1Y | +57.8% | +18.0% | +39.8% | +55.0% |
| All | +57.8% | +19.2% | +38.7% | +55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 CGNX 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