-81.6%
CHTR vs DINO
+326.7%
-408.3%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.6% | +3.7% |
| 7D | -4.1% | +2.3% | -6.4% | -4.4% |
| 30D | -3.0% | +22.6% | -25.6% | -5.9% |
| 3M | +4.8% | +55.2% | -50.5% | -2.1% |
| 6M | -35.0% | +93.8% | -128.8% | -41.8% |
| YTD | -30.2% | +139.5% | -169.7% | -39.9% |
| 1Y | -44.8% | +115.3% | -160.1% | -51.8% |
| 3Y | -66.6% | +98.8% | -165.3% | -71.2% |
| All | -81.6% | +326.7% | -408.3% | -85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 5y: compounded portfolio wealth divided by compounded DINO 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…
5y analysis · Full analysis span regression · 6 months rolling