+37.0%
CHYM vs LUV
+24.6%
+12.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.0% | -0.5% |
| 7D | +1.7% | +0.4% | +1.3% | +1.5% |
| 30D | +30.2% | -18.4% | +48.7% | +38.9% |
| 3M | +85.9% | -3.2% | +89.1% | +85.0% |
| 6M | +49.9% | -14.8% | +64.8% | +53.9% |
| YTD | +34.1% | -2.9% | +37.0% | +32.1% |
| 1Y | +37.0% | +29.6% | +7.4% | +5.2% |
| All | +37.0% | +24.6% | +12.4% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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