+37.0%
CHYM vs XLRE
+9.1%
+27.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.1% | +0.7% |
| 7D | +1.7% | -1.2% | +2.9% | +2.4% |
| 30D | +30.2% | -2.8% | +33.1% | +32.1% |
| 3M | +85.9% | -0.2% | +86.1% | +83.8% |
| 6M | +49.9% | +1.9% | +48.0% | +43.0% |
| YTD | +34.1% | +10.6% | +23.6% | +17.5% |
| 1Y | +37.0% | +8.8% | +28.2% | +20.5% |
| All | +37.0% | +9.1% | +27.9% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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