+143.6%
VLO vs CHYM
+38.9%
+104.8%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | +5.2% | +1.7% | +3.5% | +5.2% |
| 30D | +22.6% | +30.2% | -7.7% | +21.9% |
| 3M | +43.8% | +85.9% | -42.1% | +42.3% |
| 6M | +65.7% | +49.9% | +15.8% | +65.6% |
| YTD | +131.1% | +34.1% | +97.0% | +131.9% |
| 1Y | +143.6% | +37.0% | +106.6% | +136.2% |
| All | +143.6% | +38.9% | +104.8% | +136.2% |
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 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