-43.1%
ACN vs CHTR
-82.3%
+39.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.0% | -3.8% | 0.0% |
| 7D | -7.9% | -7.1% | -0.7% | -6.3% |
| 30D | -1.1% | -10.9% | +9.8% | +1.2% |
| 3M | +5.6% | +2.0% | +3.6% | +4.6% |
| 6M | -9.9% | -35.9% | +26.0% | -3.1% |
| YTD | -32.3% | -32.7% | +0.3% | -28.1% |
| 1Y | -25.3% | -46.6% | +21.2% | -16.6% |
| 3Y | -42.3% | -66.7% | +24.5% | -30.0% |
| All | -43.1% | -82.3% | +39.2% | -25.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling