+397.2%
CHCI price history and return analytics
+357.8%
+39.4%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.5% |
| 7D | -14.0% | +2.9% | -16.9% | -16.0% |
| 30D | -11.6% | -2.5% | -9.1% | -10.0% |
| 3M | +7.8% | -3.3% | +11.1% | +10.5% |
| 6M | -5.3% | +1.5% | -6.8% | -6.5% |
| YTD | +37.8% | +11.4% | +26.4% | +26.7% |
| 1Y | -3.3% | +11.9% | -15.2% | -11.3% |
| 3Y | +283.0% | +73.9% | +209.1% | +149.7% |
| 5Y | +221.5% | +57.9% | +163.6% | +120.6% |
| 10Y | +765.4% | +222.6% | +542.8% | +217.7% |
| All | +397.2% | +357.8% | +39.4% | -38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling