+57.8%
CHYM vs JBLU
-15.1%
+72.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.0% | +3.0% | +1.5% |
| 7D | +4.5% | +14.4% | -9.9% | +1.3% |
| 30D | +9.2% | -13.4% | +22.5% | +12.4% |
| 3M | +16.4% | -45.1% | +61.6% | +33.3% |
| 6M | +45.2% | -27.9% | +73.1% | +52.7% |
| YTD | +19.9% | -23.3% | +43.2% | +18.6% |
| 1Y | +57.8% | -18.6% | +76.5% | +44.3% |
| All | +57.8% | -15.1% | +72.9% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 JBLU 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