-45.9%
CHTR vs GEN
+159.8%
-205.7%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.0% | +2.7% | +3.5% |
| 7D | -4.1% | -1.3% | -2.8% | -3.7% |
| 30D | -3.0% | +6.1% | -9.1% | -4.4% |
| 3M | +4.8% | +27.0% | -22.2% | -1.4% |
| 6M | -35.0% | +43.9% | -78.9% | -41.3% |
| YTD | -30.2% | +13.0% | -43.2% | -32.9% |
| 1Y | -44.8% | +4.0% | -48.8% | -45.8% |
| 3Y | -66.6% | +66.2% | -132.7% | -70.7% |
| 5Y | -81.5% | +23.2% | -104.6% | -83.1% |
| All | -45.9% | +159.8% | -205.7% | -60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling