-45.6%
CHTR vs CSGP
-53.2%
+7.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +4.0% | +1.7% | +4.4% |
| 7D | +14.1% | +18.3% | -4.2% | +8.3% |
| 30D | +11.6% | +17.8% | -6.2% | +5.1% |
| 3M | -21.4% | +9.3% | -30.7% | -24.2% |
| 6M | -27.3% | -7.9% | -19.4% | -27.0% |
| YTD | -42.4% | -51.5% | +9.2% | -37.7% |
| 1Y | -45.6% | -53.3% | +7.8% | -39.7% |
| All | -45.6% | -53.2% | +7.7% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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