+37.8%
CHYM vs LBRT
+97.8%
-59.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.9% |
| 7D | -2.3% | +1.8% | -4.0% | -2.3% |
| 30D | +4.4% | -2.5% | +6.9% | +4.6% |
| 3M | +91.3% | -24.9% | +116.2% | +92.5% |
| 6M | +44.0% | -29.5% | +73.4% | +45.3% |
| YTD | +31.1% | +14.7% | +16.4% | +25.8% |
| 1Y | +37.8% | +91.7% | -53.9% | +29.1% |
| All | +37.8% | +97.8% | -59.9% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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