-69.3%
CHTR vs ALB
-29.2%
-40.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -2.8% | -5.3% | -7.8% |
| 7D | -15.8% | -8.6% | -7.2% | -14.9% |
| 30D | -12.7% | -4.0% | -8.6% | -12.3% |
| 3M | -1.1% | -17.4% | +16.3% | +1.0% |
| 6M | -39.9% | -25.4% | -14.5% | -38.1% |
| YTD | -35.9% | -10.5% | -25.3% | -36.0% |
| 1Y | -49.2% | +75.8% | -125.0% | -54.6% |
| All | -69.3% | -29.2% | -40.0% | -69.8% |
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