+37.0%
CHYM vs YUM
+5.7%
+31.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.3% |
| 7D | +1.7% | -2.0% | +3.7% | +1.6% |
| 30D | +30.2% | -1.1% | +31.3% | +30.4% |
| 3M | +85.9% | +1.8% | +84.1% | +85.5% |
| 6M | +49.9% | -4.7% | +54.7% | +49.7% |
| YTD | +34.1% | +0.6% | +33.6% | +31.8% |
| 1Y | +37.0% | +6.4% | +30.6% | +29.1% |
| All | +37.0% | +5.7% | +31.3% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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