-80.0%
CHTR vs ACWI
+58.7%
-138.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.3% | +4.6% | +4.5% |
| 7D | +17.2% | +2.4% | +14.8% | +15.1% |
| 30D | +31.6% | -1.7% | +33.3% | +32.9% |
| 3M | -11.6% | -3.9% | -7.7% | -9.2% |
| 6M | -3.3% | +0.8% | -4.1% | -4.8% |
| YTD | -33.7% | +11.0% | -44.7% | -40.4% |
| 1Y | -32.4% | +13.1% | -45.5% | -40.3% |
| 3Y | -65.9% | +73.9% | -139.8% | -80.0% |
| All | -80.0% | +58.7% | -138.7% | -88.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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