+4,817.9%
AAPL vs CHTR
+282.5%
+4,535.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -8.1% | +7.9% | +1.8% |
| 7D | -3.0% | -15.8% | +12.8% | +1.1% |
| 30D | +2.3% | -12.7% | +15.0% | +5.3% |
| 3M | +8.6% | -1.1% | +9.7% | +7.5% |
| 6M | +21.6% | -39.9% | +61.5% | +34.4% |
| YTD | +16.3% | -35.9% | +52.2% | +25.6% |
| 1Y | +35.1% | -49.2% | +84.2% | +55.2% |
| 3Y | +79.4% | -68.3% | +147.7% | +126.3% |
| 5Y | +109.8% | -83.0% | +192.8% | +213.8% |
| 10Y | +1,237.1% | -49.3% | +1,286.4% | +1,332.0% |
| All | +4,817.9% | +282.5% | +4,535.4% | +2,609.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling