+1,264.4%
BE vs CHTR
-81.7%
+1,346.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +3.7% | +3.0% | +6.1% |
| 7D | +9.0% | -4.1% | +13.1% | +9.7% |
| 30D | +16.3% | -3.0% | +19.2% | +16.3% |
| 3M | +10.8% | +4.8% | +6.0% | +8.3% |
| 6M | +73.2% | -35.0% | +108.2% | +85.2% |
| YTD | +217.4% | -30.2% | +247.5% | +227.0% |
| 1Y | +309.8% | -44.8% | +354.6% | +359.1% |
| 3Y | +1,726.2% | -66.6% | +1,792.7% | +2,300.5% |
| All | +1,264.4% | -81.7% | +1,346.1% | +2,045.0% |
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