-45.6%
CHTR vs BHP
+53.4%
-99.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.6% | +3.1% | +5.8% |
| 7D | +14.1% | -2.5% | +16.6% | +13.9% |
| 30D | +11.6% | -7.7% | +19.3% | +11.2% |
| 3M | -21.4% | -6.4% | -15.1% | -21.7% |
| 6M | -27.3% | +5.2% | -32.4% | -27.5% |
| YTD | -42.4% | +38.3% | -80.7% | -44.2% |
| 1Y | -45.6% | +53.4% | -98.9% | -49.8% |
| All | -45.6% | +53.4% | -99.0% | -49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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