-45.9%
CHTR vs BUD
-22.3%
-23.6%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.7% | +3.0% | +3.5% |
| 7D | -4.1% | -2.6% | -1.5% | -3.4% |
| 30D | -3.0% | -1.2% | -1.8% | -2.6% |
| 3M | +4.8% | -4.9% | +9.7% | +6.2% |
| 6M | -35.0% | +9.3% | -44.3% | -36.6% |
| YTD | -30.2% | +24.0% | -54.1% | -34.1% |
| 1Y | -44.8% | +34.5% | -79.3% | -49.0% |
| 3Y | -66.6% | +43.7% | -110.2% | -69.9% |
| 5Y | -81.5% | +46.0% | -127.5% | -83.6% |
| All | -45.9% | -22.3% | -23.6% | -48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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