+27.5%
UAL vs CHYM
+71.1%
-43.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +5.9% | +2.1% | +6.5% |
| 7D | +11.9% | +3.7% | +8.2% | +10.9% |
| 30D | +5.2% | +5.6% | -0.3% | +3.8% |
| 3M | -12.7% | +19.7% | -32.4% | -18.1% |
| 6M | +28.5% | +35.3% | -6.8% | +14.0% |
| YTD | +3.5% | +18.7% | -15.1% | -7.5% |
| 1Y | +27.5% | +67.8% | -40.3% | +1.1% |
| All | +27.5% | +71.1% | -43.5% | +1.1% |
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