-45.6%
CHTR vs BDX
+54.0%
-99.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +5.6% | +0.1% | +2.4% |
| 7D | +14.1% | +7.2% | +6.9% | +9.6% |
| 30D | +11.6% | +15.8% | -4.2% | +2.8% |
| 3M | -21.4% | +23.7% | -45.1% | -30.7% |
| 6M | -27.3% | +44.8% | -72.1% | -41.7% |
| YTD | -42.4% | +39.8% | -82.2% | -53.0% |
| 1Y | -45.6% | +52.3% | -97.9% | -56.5% |
| All | -45.6% | +54.0% | -99.6% | -56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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