-4.2%
CORZ vs CHYM
+69.1%
-73.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.6% |
| 7D | +23.5% | +7.1% | +16.4% | +21.7% |
| 30D | +7.5% | +15.7% | -8.2% | +4.0% |
| 3M | -26.6% | +4.3% | -30.8% | -27.7% |
| 6M | -39.5% | +92.9% | -132.4% | -53.0% |
| YTD | -0.3% | +33.3% | -33.6% | -12.2% |
| 1Y | -4.2% | +74.8% | -79.1% | -25.6% |
| All | -4.2% | +69.1% | -73.3% | -25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CHYM.
Daily Out/Under-Performance
Portfolio return minus CHYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHYM 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 CHYM 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