-2.9%
CHPT vs SPY
+20.8%
-23.8%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.4% | +9.3% | +10.2% |
| 7D | +77.6% | +0.1% | +77.4% | +78.9% |
| 30D | +70.2% | +0.1% | +70.2% | +72.0% |
| 3M | +19.0% | +2.0% | +17.0% | +15.7% |
| 6M | +52.2% | +13.0% | +39.1% | +14.4% |
| YTD | +48.9% | +13.5% | +35.4% | +10.5% |
| 1Y | -2.9% | +20.0% | -22.9% | -34.1% |
| All | -2.9% | +20.8% | -23.8% | -34.1% |
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