-2.8%
BSX vs CHTR
-81.7%
+78.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -0.8% |
| 7D | -10.1% | -4.1% | -6.0% | -9.6% |
| 30D | -16.4% | -3.0% | -13.5% | -16.2% |
| 3M | -8.9% | +4.8% | -13.6% | -9.8% |
| 6M | -38.3% | -35.0% | -3.2% | -35.4% |
| YTD | -54.9% | -30.2% | -24.8% | -53.4% |
| 1Y | -58.8% | -44.8% | -14.0% | -56.0% |
| 3Y | -21.2% | -66.6% | +45.3% | -9.9% |
| All | -2.8% | -81.7% | +78.9% | +22.7% |
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