-45.9%
CHTR vs BND
+15.0%
-60.8%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.8% |
| 7D | -4.1% | -1.0% | -3.1% | -3.3% |
| 30D | -3.0% | -1.1% | -1.8% | -2.0% |
| 3M | +4.8% | -1.9% | +6.6% | +6.5% |
| 6M | -35.0% | -1.6% | -33.4% | -34.1% |
| YTD | -30.2% | -1.2% | -28.9% | -29.3% |
| 1Y | -44.8% | -0.7% | -44.0% | -44.3% |
| 3Y | -66.6% | +12.5% | -79.1% | -69.5% |
| 5Y | -81.5% | -2.5% | -78.9% | -81.6% |
| All | -45.9% | +15.0% | -60.8% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 10y: compounded portfolio wealth divided by compounded BND 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…
10y analysis · Full analysis span regression · 6 months rolling