-41.4%
CHTR vs CASY
+51.2%
-92.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | -1.1% | +0.1% | -1.1% | -1.1% |
| 30D | -0.8% | -11.3% | +10.6% | -1.2% |
| 3M | +17.8% | -0.6% | +18.4% | +16.8% |
| 6M | -34.5% | +10.7% | -45.2% | -36.1% |
| YTD | -27.2% | +37.1% | -64.3% | -29.9% |
| 1Y | -41.4% | +52.3% | -93.7% | -44.9% |
| All | -41.4% | +51.2% | -92.7% | -44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 1y: compounded portfolio wealth divided by compounded CASY 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…
1y analysis · Full analysis span regression · 6 months rolling