-81.8%
CHTR vs AVAV
+44.7%
-126.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.9% | -7.0% | -4.4% |
| 7D | -0.3% | +3.2% | -3.5% | -0.6% |
| 30D | -4.5% | -20.3% | +15.8% | -2.5% |
| 3M | +10.2% | -19.4% | +29.7% | +11.7% |
| 6M | -37.2% | -35.3% | -2.0% | -35.3% |
| YTD | -30.2% | -38.5% | +8.3% | -28.6% |
| 1Y | -44.8% | -37.2% | -7.6% | -43.9% |
| 3Y | -65.5% | +31.1% | -96.6% | -70.1% |
| 5Y | -81.8% | +41.0% | -122.8% | -85.1% |
| All | -81.8% | +44.7% | -126.5% | -85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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