-69.1%
CHTR vs AS
+134.9%
-204.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.5% | -6.7% | -6.2% |
| 7D | +5.9% | +6.9% | -1.0% | +5.4% |
| 30D | +10.4% | +16.0% | -5.6% | +9.4% |
| 3M | -25.0% | -12.8% | -12.2% | -24.5% |
| 6M | -24.6% | -15.4% | -9.2% | -24.1% |
| YTD | -43.4% | -15.7% | -27.7% | -43.1% |
| 1Y | -45.8% | +6.1% | -51.9% | -46.1% |
| All | -69.1% | +134.9% | -204.0% | -65.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling