+48.5%
AMZN vs CHTR
-81.7%
+130.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.7% | -1.8% | +1.3% |
| 7D | -0.7% | -4.1% | +3.4% | 0.0% |
| 30D | -3.9% | -3.0% | -1.0% | -3.7% |
| 3M | +6.3% | +4.8% | +1.6% | +4.7% |
| 6M | +20.8% | -35.0% | +55.8% | +27.5% |
| YTD | +11.2% | -30.2% | +41.4% | +15.0% |
| 1Y | +11.7% | -44.8% | +56.4% | +21.8% |
| 3Y | +79.4% | -66.6% | +146.0% | +117.1% |
| All | +48.5% | -81.7% | +130.2% | +102.2% |
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