-83.0%
CHTR vs AMC
-99.5%
+16.5%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -3.9% | -4.2% | -7.9% |
| 7D | -15.8% | -6.8% | -9.0% | -15.4% |
| 30D | -12.7% | +1.7% | -14.3% | -12.8% |
| 3M | -1.1% | +26.8% | -27.9% | -3.6% |
| 6M | -39.9% | +117.7% | -157.6% | -43.9% |
| YTD | -35.9% | +57.7% | -93.6% | -39.0% |
| 1Y | -49.2% | -12.5% | -36.7% | -49.8% |
| 3Y | -68.3% | -65.7% | -2.6% | -67.9% |
| 5Y | -83.0% | -99.5% | +16.5% | -77.6% |
| All | -83.0% | -99.5% | +16.5% | -77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 5y: compounded portfolio wealth divided by compounded AMC 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…
5y analysis · Full analysis span regression · 6 months rolling