-45.9%
CHTR vs AEE
+191.1%
-237.0%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.8% | +3.7% |
| 7D | -4.1% | -0.8% | -3.3% | -3.8% |
| 30D | -3.0% | -2.9% | 0.0% | -1.9% |
| 3M | +4.8% | -2.4% | +7.2% | +5.3% |
| 6M | -35.0% | -2.7% | -32.3% | -34.5% |
| YTD | -30.2% | +7.3% | -37.4% | -32.3% |
| 1Y | -44.8% | +7.5% | -52.3% | -46.6% |
| 3Y | -66.6% | +46.2% | -112.8% | -71.5% |
| 5Y | -81.5% | +39.7% | -121.2% | -84.0% |
| All | -45.9% | +191.1% | -237.0% | -61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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