+301.6%
CHTR vs BUD
+109.0%
+192.6%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.4% | +5.4% | +5.1% |
| 7D | -7.1% | -3.2% | -3.9% | -6.2% |
| 30D | -10.9% | -3.7% | -7.2% | -9.8% |
| 3M | +2.0% | -4.4% | +6.5% | +3.4% |
| 6M | -35.9% | +7.7% | -43.6% | -37.4% |
| YTD | -32.7% | +23.1% | -55.7% | -36.7% |
| 1Y | -46.6% | +33.6% | -80.2% | -51.0% |
| 3Y | -66.7% | +44.7% | -111.4% | -70.5% |
| 5Y | -82.1% | +44.9% | -127.1% | -84.4% |
| 10Y | -46.8% | -23.1% | -23.7% | -46.9% |
| All | +301.6% | +109.0% | +192.6% | +187.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling