-8.5%
BX vs CHTR
-46.1%
+37.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +5.7% | +0.6% | +5.3% |
| 7D | +8.3% | +14.1% | -5.8% | +6.1% |
| 30D | +13.5% | +11.6% | +2.0% | +11.5% |
| 3M | -7.6% | -21.4% | +13.8% | -4.6% |
| 6M | +4.0% | -27.3% | +31.3% | +8.2% |
| YTD | -15.2% | -42.4% | +27.2% | -9.7% |
| 1Y | -8.5% | -45.6% | +37.1% | +0.2% |
| All | -8.5% | -46.1% | +37.6% | +0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling