-9.9%
CHPT vs SPY
+18.1%
-28.1%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | -1.4% |
| 7D | -8.4% | -0.8% | -7.6% | -5.9% |
| 30D | +41.6% | -1.1% | +42.6% | +48.3% |
| 3M | +37.7% | +3.9% | +33.8% | +26.5% |
| 6M | +64.1% | +13.6% | +50.5% | +22.2% |
| YTD | +36.4% | +12.7% | +23.8% | +3.7% |
| 1Y | -9.9% | +17.5% | -27.4% | -36.7% |
| All | -9.9% | +18.1% | -28.1% | -36.7% |
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