-45.6%
CHTR vs AS
+3.3%
-48.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +5.1% | +0.6% | +5.0% |
| 7D | +14.1% | +13.8% | +0.3% | +12.4% |
| 30D | +11.6% | +16.7% | -5.1% | +9.7% |
| 3M | -21.4% | -11.5% | -9.9% | -20.9% |
| 6M | -27.3% | -5.5% | -21.8% | -27.3% |
| YTD | -42.4% | -14.2% | -28.2% | -42.0% |
| 1Y | -45.6% | +2.1% | -47.6% | -45.1% |
| All | -45.6% | +3.3% | -48.9% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling