+37.0%
CHYM vs SYY
+1.0%
+36.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.4% |
| 7D | +1.7% | -2.3% | +4.0% | +1.8% |
| 30D | +30.2% | -4.9% | +35.2% | +30.7% |
| 3M | +85.9% | +8.4% | +77.5% | +85.3% |
| 6M | +49.9% | -7.4% | +57.3% | +48.0% |
| YTD | +34.1% | +11.0% | +23.1% | +27.4% |
| 1Y | +37.0% | -0.2% | +37.2% | +32.6% |
| All | +37.0% | +1.0% | +36.0% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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