+191.2%
CHPY price history and return analytics
+52.3%
+138.9%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +2.4% |
| 7D | +5.2% | +1.0% | +4.2% | +3.1% |
| 30D | -1.6% | -0.2% | -1.4% | -1.1% |
| 3M | -5.9% | +4.5% | -10.4% | -12.5% |
| 6M | +52.3% | +14.1% | +38.3% | +22.9% |
| YTD | +63.1% | +14.8% | +48.3% | +30.2% |
| 1Y | +95.2% | +21.2% | +74.0% | +42.2% |
| All | +191.2% | +52.3% | +138.9% | +26.3% |
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