+479.4%
ASX vs CHTR
-83.3%
+562.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -8.1% | +11.7% | +4.3% |
| 7D | +11.1% | -15.8% | +26.9% | +12.9% |
| 30D | +9.6% | -12.7% | +22.3% | +10.7% |
| 3M | +18.6% | -1.1% | +19.7% | +17.6% |
| 6M | +92.1% | -39.9% | +132.0% | +101.8% |
| YTD | +158.5% | -35.9% | +194.3% | +166.9% |
| 1Y | +271.9% | -49.2% | +321.0% | +302.0% |
| 3Y | +465.2% | -68.3% | +533.5% | +566.3% |
| 5Y | +479.4% | -83.0% | +562.4% | +700.8% |
| All | +479.4% | -83.3% | +562.7% | +700.8% |
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