-46.6%
CHTR vs EXPD
+59.0%
-105.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.5% | +4.4% | +4.9% |
| 7D | -7.1% | +1.2% | -8.3% | -7.2% |
| 30D | -10.9% | +6.8% | -17.7% | -11.5% |
| 3M | +2.0% | +14.9% | -12.9% | +0.3% |
| 6M | -35.9% | +34.6% | -70.5% | -38.0% |
| YTD | -32.7% | +27.7% | -60.4% | -34.9% |
| 1Y | -46.6% | +57.7% | -104.2% | -50.5% |
| All | -46.6% | +59.0% | -105.6% | -50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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