+37.0%
CHYM vs LULU
-49.9%
+86.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -17.4% | +17.7% | +7.4% |
| 7D | +1.7% | -16.7% | +18.4% | +8.5% |
| 30D | +30.2% | -18.5% | +48.8% | +39.9% |
| 3M | +85.9% | -19.5% | +105.4% | +99.7% |
| 6M | +49.9% | -41.9% | +91.8% | +85.4% |
| YTD | +34.1% | -51.6% | +85.7% | +77.8% |
| 1Y | +37.0% | -51.2% | +88.2% | +71.0% |
| All | +37.0% | -49.9% | +86.9% | +71.0% |
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