+2,190.6%
ASX vs CHTR
+334.3%
+1,856.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | -0.7% | -1.1% | +0.3% | -0.7% |
| 30D | +2.0% | -0.8% | +2.8% | +1.6% |
| 3M | -1.3% | +17.8% | -19.1% | -6.0% |
| 6M | +71.4% | -34.5% | +105.9% | +82.4% |
| YTD | +135.3% | -27.2% | +162.5% | +142.4% |
| 1Y | +267.5% | -41.4% | +308.9% | +298.8% |
| 3Y | +388.5% | -64.0% | +452.5% | +480.6% |
| 5Y | +417.1% | -81.3% | +498.4% | +627.3% |
| 10Y | +872.7% | -44.1% | +916.8% | +886.1% |
| All | +2,190.6% | +334.3% | +1,856.4% | +987.3% |
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