-99.9%
CPHI price history and return analytics
+368.9%
-468.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.7% |
| 7D | -7.3% | -1.1% | -6.2% | -6.5% |
| 30D | -33.9% | -1.0% | -32.9% | -33.5% |
| 3M | -1.3% | +3.2% | -4.5% | -2.8% |
| 6M | +22.6% | +12.5% | +10.1% | +14.7% |
| YTD | -37.2% | +14.1% | -51.3% | -41.6% |
| 1Y | -59.8% | +18.9% | -78.7% | -63.6% |
| 3Y | -89.9% | +74.1% | -164.0% | -92.6% |
| 5Y | -99.8% | +66.9% | -166.6% | -99.8% |
| 10Y | -99.4% | +228.3% | -327.7% | -99.7% |
| All | -99.9% | +368.9% | -468.9% | -100.0% |
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