+5,594.1%
AMD vs CHTR
+289.5%
+5,304.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.7% | +5.6% | +6.8% |
| 7D | +13.1% | +13.4% | -0.2% | +8.4% |
| 30D | -7.0% | +33.0% | -40.0% | -15.5% |
| 3M | +16.6% | -13.6% | +30.1% | +19.0% |
| 6M | +20.5% | -7.8% | +28.3% | +18.4% |
| YTD | +158.2% | -34.7% | +192.9% | +170.1% |
| 1Y | +132.8% | -34.8% | +167.6% | +143.4% |
| 3Y | +366.2% | -66.7% | +433.0% | +498.1% |
| 5Y | +278.7% | -80.4% | +359.0% | +505.9% |
| 10Y | +8,164.6% | -50.0% | +8,214.5% | +8,404.4% |
| All | +5,594.1% | +289.5% | +5,304.7% | +1,585.1% |
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 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