-12.0%
CHYM vs LCID
-80.6%
+68.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.1% | -3.3% | -5.0% |
| 7D | -2.9% | -9.1% | +6.2% | -1.1% |
| 30D | +3.0% | -37.6% | +40.6% | +13.1% |
| 3M | +98.7% | -11.1% | +109.8% | +95.5% |
| 6M | +46.4% | -59.2% | +105.6% | +69.2% |
| YTD | +29.8% | -60.5% | +90.3% | +50.3% |
| 1Y | +40.5% | -78.5% | +119.0% | +75.1% |
| All | -12.0% | -80.6% | +68.7% | +7.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling