-81.6%
CHTR vs BEN
+36.0%
-117.6%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | -4.1% | -3.1% | -1.0% | -3.0% |
| 30D | -3.0% | +0.2% | -3.1% | -3.1% |
| 3M | +4.8% | +6.8% | -2.1% | +2.0% |
| 6M | -35.0% | +38.1% | -73.1% | -43.1% |
| YTD | -30.2% | +44.3% | -74.5% | -39.9% |
| 1Y | -44.8% | +42.6% | -87.3% | -52.3% |
| 3Y | -66.6% | +52.3% | -118.9% | -72.7% |
| All | -81.6% | +36.0% | -117.6% | -85.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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