+45.0%
AAPL vs CHTR
-44.4%
+89.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.7% | -2.0% | +1.6% |
| 7D | +3.8% | -4.1% | +7.9% | +4.0% |
| 30D | +9.9% | -3.0% | +12.9% | +9.9% |
| 3M | +12.5% | +4.8% | +7.7% | +11.9% |
| 6M | +27.6% | -35.0% | +62.7% | +30.4% |
| YTD | +22.6% | -30.2% | +52.7% | +23.4% |
| 1Y | +45.0% | -44.8% | +89.7% | +54.5% |
| All | +45.0% | -44.4% | +89.3% | +54.5% |
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