+88.4%
AXON vs CHTR
-79.9%
+168.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.3% | -1.6% | +1.9% |
| 7D | +0.8% | +17.2% | -16.4% | -2.3% |
| 30D | -22.8% | +31.6% | -54.4% | -26.7% |
| 3M | -48.8% | -11.6% | -37.2% | -47.9% |
| 6M | -16.3% | -3.3% | -13.0% | -16.7% |
| YTD | -44.5% | -33.7% | -10.8% | -42.2% |
| 1Y | -43.4% | -32.4% | -11.0% | -41.4% |
| 3Y | +44.3% | -65.9% | +110.2% | +71.1% |
| All | +88.4% | -79.9% | +168.4% | +173.5% |
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 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