+57.8%
CHYM vs ROKU
+50.4%
+7.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.7% |
| 7D | +4.5% | +2.6% | +2.0% | +3.4% |
| 30D | +9.2% | +5.5% | +3.7% | +6.6% |
| 3M | +16.4% | +9.1% | +7.3% | +12.1% |
| 6M | +45.2% | +28.9% | +16.3% | +29.7% |
| YTD | +19.9% | +47.8% | -27.9% | -3.6% |
| 1Y | +57.8% | +51.8% | +6.1% | +27.7% |
| All | +57.8% | +50.4% | +7.5% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 ROKU 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