+52.7%
CHYM vs WCC
+38.2%
+14.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -1.3% | +8.2% | +7.2% |
| 7D | +3.4% | +6.8% | -3.4% | +1.7% |
| 30D | +12.0% | -3.0% | +15.0% | +12.5% |
| 3M | +102.4% | +0.2% | +102.2% | +100.8% |
| 6M | +52.7% | +33.2% | +19.5% | +33.4% |
| All | +52.7% | +38.2% | +14.5% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 6mo: compounded portfolio wealth divided by compounded WCC 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…
6mo analysis · Full analysis span regression · 6 months rolling