-12.0%
CHYM vs LNT
+14.3%
-26.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.9% | -4.5% | -5.8% |
| 7D | -2.9% | -1.1% | -1.8% | -3.4% |
| 30D | +3.0% | -1.9% | +4.9% | +2.2% |
| 3M | +98.7% | -7.2% | +105.9% | +93.8% |
| 6M | +46.4% | -3.9% | +50.3% | +44.9% |
| YTD | +29.8% | +5.9% | +23.9% | +28.7% |
| 1Y | +40.5% | +8.4% | +32.1% | +38.2% |
| All | -12.0% | +14.3% | -26.3% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 all: compounded portfolio wealth divided by compounded LNT 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…
all analysis · Full analysis span regression · 6 months rolling