-82.1%
CHTR vs GEN
+21.5%
-103.6%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.7% | +4.3% | +4.7% |
| 7D | -7.1% | -4.3% | -2.8% | -5.7% |
| 30D | -10.9% | +3.8% | -14.6% | -12.0% |
| 3M | +2.0% | +22.3% | -20.3% | -4.9% |
| 6M | -35.9% | +39.0% | -74.9% | -43.5% |
| YTD | -32.7% | +11.9% | -44.6% | -35.7% |
| 1Y | -46.6% | +4.5% | -51.1% | -47.6% |
| 3Y | -66.7% | +59.0% | -125.7% | -72.0% |
| 5Y | -82.1% | +22.0% | -104.1% | -84.9% |
| All | -82.1% | +21.5% | -103.6% | -84.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling