+43.2%
KO vs CHYM
+71.1%
-27.8%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.9% | -4.9% | +1.2% |
| 7D | +4.4% | +3.7% | +0.7% | +4.6% |
| 30D | +10.7% | +5.6% | +5.2% | +10.9% |
| 3M | +11.3% | +19.7% | -8.4% | +12.5% |
| 6M | +24.0% | +35.3% | -11.2% | +26.9% |
| YTD | +39.7% | +18.7% | +21.0% | +42.0% |
| 1Y | +43.2% | +67.8% | -24.6% | +42.6% |
| All | +43.2% | +71.1% | -27.8% | +42.6% |
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