-46.6%
CHTR vs FE
+11.5%
-58.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.1% | +4.9% | +5.0% |
| 7D | -7.1% | -1.7% | -5.5% | -7.0% |
| 30D | -10.9% | -1.3% | -9.6% | -10.7% |
| 3M | +2.0% | +0.6% | +1.4% | +1.4% |
| 6M | -35.9% | -6.8% | -29.1% | -36.5% |
| YTD | -32.7% | +6.4% | -39.1% | -33.6% |
| 1Y | -46.6% | +11.3% | -57.8% | -49.4% |
| All | -46.6% | +11.5% | -58.0% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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