+2,116.1%
ASX vs CHTR
+279.0%
+1,837.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.7% | -1.4% | -3.6% |
| 7D | +22.1% | +5.4% | +16.7% | +20.9% |
| 30D | -23.8% | +24.0% | -47.8% | -27.2% |
| 3M | -7.6% | -11.7% | +4.1% | -6.8% |
| 6M | +6.9% | -10.3% | +17.2% | +6.4% |
| YTD | +127.7% | -36.5% | +164.1% | +138.2% |
| 1Y | +144.5% | -37.7% | +182.3% | +157.0% |
| 3Y | +377.8% | -67.6% | +445.4% | +473.5% |
| 5Y | +498.2% | -80.8% | +579.0% | +714.6% |
| 10Y | +962.7% | -51.3% | +1,014.0% | +996.3% |
| All | +2,116.1% | +279.0% | +1,837.1% | +968.5% |
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