+57.8%
CHYM vs LULU
-30.7%
+88.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | +4.5% | +1.8% | +2.8% | +3.9% |
| 30D | +9.2% | +19.4% | -10.2% | +1.5% |
| 3M | +16.4% | -9.5% | +25.9% | +20.0% |
| 6M | +45.2% | -14.2% | +59.3% | +52.6% |
| YTD | +19.9% | -46.2% | +66.1% | +58.2% |
| 1Y | +57.8% | -33.3% | +91.2% | +79.1% |
| All | +57.8% | -30.7% | +88.5% | +79.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 LULU 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