-45.9%
CHTR vs A
+256.4%
-302.3%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.7% | +1.0% | +2.8% |
| 7D | -4.1% | -2.6% | -1.5% | -3.2% |
| 30D | -3.0% | -0.9% | -2.1% | -2.7% |
| 3M | +4.8% | +13.6% | -8.9% | 0.0% |
| 6M | -35.0% | +27.8% | -62.9% | -41.1% |
| YTD | -30.2% | +8.6% | -38.8% | -33.0% |
| 1Y | -44.8% | +16.9% | -61.6% | -48.5% |
| 3Y | -66.6% | +32.9% | -99.5% | -71.3% |
| 5Y | -81.5% | -14.1% | -67.4% | -81.5% |
| All | -45.9% | +256.4% | -302.3% | -68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling