-65.5%
CHTR vs ALK
+1.7%
-67.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.1% | -1.0% | -3.5% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | -4.5% | -18.5% | +14.0% | -0.9% |
| 3M | +10.2% | -3.6% | +13.8% | +10.3% |
| 6M | -37.2% | -3.7% | -33.6% | -37.6% |
| YTD | -30.2% | -19.0% | -11.2% | -28.5% |
| 1Y | -44.8% | -36.0% | -8.7% | -40.8% |
| 3Y | -65.5% | +2.3% | -67.8% | -68.0% |
| All | -65.5% | +1.7% | -67.2% | -68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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