-65.9%
CHTR vs ALB
-14.4%
-51.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.4% | +5.7% | +4.5% |
| 7D | +17.2% | -5.8% | +23.0% | +17.9% |
| 30D | +31.6% | -4.5% | +36.2% | +32.1% |
| 3M | -11.6% | -28.1% | +16.5% | -8.4% |
| 6M | -3.3% | -53.2% | +49.9% | +5.4% |
| YTD | -33.7% | -33.3% | -0.4% | -31.8% |
| 1Y | -32.4% | -17.4% | -15.0% | -32.7% |
| 3Y | -65.9% | -14.1% | -51.8% | -69.2% |
| All | -65.9% | -14.4% | -51.5% | -69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 3y: compounded portfolio wealth divided by compounded ALB 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…
3y analysis · Full analysis span regression · 6 months rolling