+87.8%
AAPL vs CHTR
-65.7%
+153.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.7% | -2.0% | +1.4% |
| 7D | +3.8% | -4.1% | +7.9% | +4.2% |
| 30D | +9.9% | -3.0% | +12.9% | +10.0% |
| 3M | +12.5% | +4.8% | +7.7% | +11.4% |
| 6M | +27.6% | -35.0% | +62.7% | +32.6% |
| YTD | +22.6% | -30.2% | +52.7% | +25.7% |
| 1Y | +45.0% | -44.8% | +89.7% | +53.8% |
| 3Y | +87.8% | -66.6% | +154.3% | +109.7% |
| All | +87.8% | -65.7% | +153.4% | +109.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling