-49.2%
CHTR vs ADVB
-3.0%
-46.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -5.3% | -2.8% | -8.2% |
| 7D | -15.8% | -13.0% | -2.8% | -15.9% |
| 30D | -12.7% | +7.5% | -20.1% | -12.6% |
| 3M | -1.1% | +129.1% | -130.2% | -2.3% |
| 6M | -39.9% | +71.7% | -111.6% | -40.0% |
| YTD | -35.9% | +45.5% | -81.4% | -35.8% |
| 1Y | -49.2% | -2.7% | -46.4% | -49.5% |
| All | -49.2% | -3.0% | -46.2% | -49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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