+37.0%
CHYM vs EXPE
+40.7%
-3.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +1.2% |
| 7D | +1.7% | -9.5% | +11.2% | +6.8% |
| 30D | +30.2% | -6.6% | +36.9% | +33.7% |
| 3M | +85.9% | +31.4% | +54.5% | +57.4% |
| 6M | +49.9% | +35.2% | +14.7% | +22.9% |
| YTD | +34.1% | +5.8% | +28.3% | +23.4% |
| 1Y | +37.0% | +38.7% | -1.7% | +3.7% |
| All | +37.0% | +40.7% | -3.6% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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