-67.7%
CHTR vs BUD
+43.8%
-111.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.4% | +5.4% | +5.1% |
| 7D | -7.1% | -3.2% | -3.9% | -6.1% |
| 30D | -10.9% | -3.7% | -7.2% | -9.7% |
| 3M | +2.0% | -4.4% | +6.5% | +3.6% |
| 6M | -35.9% | +7.7% | -43.6% | -37.3% |
| YTD | -32.7% | +23.1% | -55.7% | -36.8% |
| 1Y | -46.6% | +33.6% | -80.2% | -51.1% |
| All | -67.7% | +43.8% | -111.6% | -73.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling