+37.0%
CHYM vs EIX
+7.5%
+29.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.5% |
| 7D | +1.7% | -19.1% | +20.8% | -0.3% |
| 30D | +30.2% | -16.9% | +47.2% | +28.9% |
| 3M | +85.9% | -20.0% | +105.9% | +82.5% |
| 6M | +49.9% | -21.3% | +71.2% | +46.3% |
| YTD | +34.1% | -1.7% | +35.8% | +24.1% |
| 1Y | +37.0% | +9.6% | +27.4% | +23.0% |
| All | +37.0% | +7.5% | +29.5% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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