-41.4%
CHTR vs FDX
+80.8%
-122.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.6% |
| 7D | -1.1% | -2.5% | +1.5% | -0.1% |
| 30D | -0.8% | +3.8% | -4.6% | -2.6% |
| 3M | +17.8% | -1.3% | +19.1% | +17.9% |
| 6M | -34.5% | +5.0% | -39.5% | -36.2% |
| YTD | -27.2% | +39.6% | -66.8% | -39.4% |
| 1Y | -41.4% | +81.1% | -122.6% | -55.4% |
| All | -41.4% | +80.8% | -122.2% | -55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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