+365.4%
STX vs CHYM
+38.9%
+326.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.3% | +6.0% | +6.3% |
| 7D | +2.4% | +1.7% | +0.7% | +2.3% |
| 30D | +1.4% | +30.2% | -28.9% | +0.1% |
| 3M | -8.2% | +85.9% | -94.1% | -11.2% |
| 6M | +127.0% | +49.9% | +77.1% | +120.7% |
| YTD | +209.1% | +34.1% | +175.0% | +201.6% |
| 1Y | +365.4% | +37.0% | +328.4% | +358.6% |
| All | +365.4% | +38.9% | +326.6% | +358.6% |
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