+67.8%
CHYM vs JHX
+44.7%
+23.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +8.3% | -2.4% | +3.3% |
| 7D | +3.7% | +13.3% | -9.6% | -0.2% |
| 30D | +5.6% | +17.1% | -11.6% | +0.5% |
| 3M | +19.7% | +4.1% | +15.6% | +17.6% |
| 6M | +35.3% | +48.5% | -13.2% | +17.5% |
| YTD | +18.7% | +42.3% | -23.6% | +1.5% |
| 1Y | +67.8% | +47.4% | +20.4% | +40.8% |
| All | +67.8% | +44.7% | +23.1% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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