-11.1%
CHYM vs LCID
-80.5%
+69.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | +0.1% | +0.8% |
| 7D | -2.3% | -9.8% | +7.6% | -0.3% |
| 30D | +4.4% | -35.5% | +39.9% | +13.9% |
| 3M | +91.3% | -18.4% | +109.7% | +92.1% |
| 6M | +44.0% | -60.5% | +104.5% | +67.5% |
| YTD | +31.1% | -60.1% | +91.2% | +51.6% |
| 1Y | +37.8% | -78.8% | +116.6% | +71.8% |
| All | -11.1% | -80.5% | +69.4% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 10y: compounded portfolio wealth divided by compounded LCID 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…
10y analysis · Full analysis span regression · 6 months rolling