+55.2%
CVX vs CHYM
-23.3%
+78.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.6% |
| 7D | +2.6% | -2.3% | +4.9% | +2.6% |
| 30D | +9.8% | +4.4% | +5.4% | +10.0% |
| 3M | +16.2% | +91.3% | -75.1% | +18.9% |
| 6M | +13.6% | +44.0% | -30.4% | +16.2% |
| YTD | +44.4% | +31.1% | +13.3% | +47.7% |
| 1Y | +40.6% | +37.8% | +2.8% | +43.0% |
| All | +55.2% | -23.3% | +78.4% | +54.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling