+18.7%
CHPT vs SPY
+14.6%
+4.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.7% | +4.1% | +0.6% |
| 7D | +23.8% | -0.7% | +24.5% | +26.3% |
| 30D | +27.8% | -1.0% | +28.8% | +32.4% |
| 3M | +94.4% | -0.3% | +94.7% | +98.2% |
| 6M | +83.7% | +7.3% | +76.4% | +57.6% |
| YTD | +71.8% | +13.3% | +58.5% | +28.2% |
| 1Y | +18.7% | +14.8% | +3.9% | -13.1% |
| All | +18.7% | +14.6% | +4.1% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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