+45.9%
OXY vs CHYM
+71.1%
-25.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +5.9% | -11.1% | -4.9% |
| 7D | -8.8% | +3.7% | -12.5% | -8.6% |
| 30D | -1.7% | +5.6% | -7.3% | -1.5% |
| 3M | +4.5% | +19.7% | -15.2% | +6.0% |
| 6M | -4.0% | +35.3% | -39.3% | -0.5% |
| YTD | +41.4% | +18.7% | +22.7% | +46.4% |
| 1Y | +45.9% | +67.8% | -21.9% | +44.6% |
| All | +45.9% | +71.1% | -25.2% | +44.6% |
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