-99.4%
CPHI price history and return analytics
+229.8%
-329.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -1.0% |
| 7D | -7.3% | -1.1% | -6.2% | -6.1% |
| 30D | -33.9% | -1.0% | -32.9% | -33.3% |
| 3M | -1.3% | +3.2% | -4.5% | -3.7% |
| 6M | +22.6% | +12.5% | +10.1% | +11.8% |
| YTD | -37.2% | +14.1% | -51.3% | -43.2% |
| 1Y | -59.8% | +18.9% | -78.7% | -64.9% |
| 3Y | -89.9% | +74.1% | -164.0% | -93.3% |
| 5Y | -99.8% | +66.9% | -166.6% | -99.8% |
| All | -99.4% | +229.8% | -329.1% | -99.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling