-67.7%
CHTR vs CAPR
+31.5%
-99.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-10 to 2026-09-10.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -3.9% | +8.9% | +5.0% |
| 7D | -7.1% | -10.6% | +3.4% | -7.2% |
| 30D | -10.9% | +111.2% | -122.1% | -10.7% |
| 3M | +2.0% | -67.2% | +69.2% | +2.1% |
| 6M | -35.9% | -75.1% | +39.2% | -35.8% |
| YTD | -32.7% | -71.2% | +38.6% | -32.6% |
| 1Y | -46.6% | +31.1% | -77.7% | -47.1% |
| All | -67.7% | +31.5% | -99.3% | -68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 2023-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded CAPR 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…
2023-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling