+57.8%
CHYM vs SOXQ
+29.4%
+28.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -12.1% | +13.2% | +3.2% |
| 7D | +4.5% | -21.6% | +26.2% | +9.2% |
| 30D | +9.2% | -31.7% | +40.9% | +17.3% |
| 3M | +16.4% | -24.8% | +41.2% | +21.9% |
| 6M | +45.2% | -17.7% | +62.8% | +40.1% |
| YTD | +19.9% | +27.7% | -7.8% | -13.4% |
| 1Y | +57.8% | +26.0% | +31.8% | +15.9% |
| All | +57.8% | +29.4% | +28.4% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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