+3,647.9%
AMZN vs CHTR
+282.5%
+3,365.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -8.1% | +6.4% | +0.3% |
| 7D | -1.0% | -15.8% | +14.8% | +3.2% |
| 30D | -9.2% | -12.7% | +3.4% | -6.5% |
| 3M | +3.4% | -1.1% | +4.5% | +2.6% |
| 6M | +18.2% | -39.9% | +58.1% | +30.3% |
| YTD | +9.3% | -35.9% | +45.2% | +17.5% |
| 1Y | +5.9% | -49.2% | +55.1% | +21.3% |
| 3Y | +82.6% | -68.3% | +150.9% | +129.5% |
| 5Y | +44.9% | -83.0% | +127.8% | +117.1% |
| 10Y | +564.1% | -49.3% | +613.4% | +593.8% |
| All | +3,647.9% | +282.5% | +3,365.3% | +2,042.1% |
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