+61.4%
AMAT vs CHTR
-46.1%
+107.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +5.7% | -9.0% | -1.9% |
| 7D | -11.2% | +14.1% | -25.3% | -8.2% |
| 30D | -31.9% | +11.6% | -43.5% | -29.6% |
| 3M | -32.3% | -21.4% | -10.9% | -34.4% |
| 6M | -5.4% | -27.3% | +21.9% | -7.3% |
| YTD | +44.3% | -42.4% | +86.6% | +43.1% |
| 1Y | +61.4% | -45.6% | +106.9% | +62.7% |
| All | +61.4% | -46.1% | +107.4% | +62.7% |
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 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