+334.3%
CHTR vs GEN
+370.6%
-36.4%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +1.0% |
| 7D | -1.1% | -1.2% | +0.1% | -0.7% |
| 30D | -0.8% | +10.1% | -10.9% | -3.2% |
| 3M | +17.8% | +16.1% | +1.7% | +13.2% |
| 6M | -34.5% | +38.9% | -73.3% | -40.3% |
| YTD | -27.2% | +14.4% | -41.6% | -30.3% |
| 1Y | -41.4% | +5.9% | -47.3% | -42.9% |
| 3Y | -64.0% | +58.8% | -122.8% | -68.4% |
| 5Y | -81.3% | +24.7% | -105.9% | -82.9% |
| 10Y | -44.1% | +163.1% | -207.1% | -59.5% |
| All | +334.3% | +370.6% | -36.4% | +152.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling