-16.5%
ABT vs CHTR
-41.9%
+25.4%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | -3.7% | -1.1% | -2.6% | -3.6% |
| 30D | +2.5% | -0.8% | +3.2% | +2.4% |
| 3M | +20.2% | +17.8% | +2.4% | +18.3% |
| 6M | -2.9% | -34.5% | +31.6% | -1.4% |
| YTD | -11.9% | -27.2% | +15.3% | -11.2% |
| 1Y | -16.5% | -41.4% | +24.9% | -13.1% |
| All | -16.5% | -41.9% | +25.4% | -13.1% |
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