-45.6%
CHTR vs ACI
-18.4%
-27.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +3.5% | +2.1% | +4.5% |
| 7D | +14.1% | +4.5% | +9.6% | +12.4% |
| 30D | +11.6% | +20.9% | -9.3% | +4.4% |
| 3M | -21.4% | +15.2% | -36.7% | -25.2% |
| 6M | -27.3% | -13.3% | -14.0% | -26.8% |
| YTD | -42.4% | -16.2% | -26.2% | -41.4% |
| 1Y | -45.6% | -16.9% | -28.7% | -45.0% |
| All | -45.6% | -18.4% | -27.1% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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