+25.9%
LMT vs CHYM
+71.1%
-45.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +5.9% | -12.8% | -6.6% |
| 7D | -5.5% | +3.7% | -9.2% | -5.3% |
| 30D | +17.5% | +5.6% | +11.9% | +17.8% |
| 3M | +1.6% | +19.7% | -18.1% | +2.3% |
| 6M | +16.3% | +35.3% | -19.0% | +17.8% |
| YTD | +25.3% | +18.7% | +6.6% | +25.5% |
| 1Y | +25.9% | +67.8% | -41.9% | +34.0% |
| All | +25.9% | +71.1% | -45.2% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CHYM.
Daily Out/Under-Performance
Portfolio return minus CHYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHYM 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 CHYM 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