+7.7%
AAL vs CHTR
-46.1%
+53.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +5.7% | +0.6% | +5.4% |
| 7D | +8.3% | +14.1% | -5.8% | +6.2% |
| 30D | +6.2% | +11.6% | -5.3% | +4.4% |
| 3M | -17.7% | -21.4% | +3.7% | -15.3% |
| 6M | +15.4% | -27.3% | +42.7% | +19.0% |
| YTD | -11.1% | -42.4% | +31.3% | -10.0% |
| 1Y | +7.7% | -45.6% | +53.3% | +15.7% |
| All | +7.7% | -46.1% | +53.8% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 CHTR 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