-41.4%
CHTR vs BB
+105.3%
-146.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -1.1% | -5.6% | +4.6% | -0.6% |
| 30D | -0.8% | -11.8% | +11.0% | +0.3% |
| 3M | +17.8% | -25.5% | +43.3% | +21.2% |
| 6M | -34.5% | +121.3% | -155.8% | -43.0% |
| YTD | -27.2% | +103.2% | -130.4% | -36.3% |
| 1Y | -41.4% | +102.6% | -144.1% | -48.7% |
| All | -41.4% | +105.3% | -146.8% | -48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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