-45.6%
CHTR vs GNRC
+17.5%
-63.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -9.5% | +15.2% | +4.8% |
| 7D | +14.1% | -6.0% | +20.1% | +13.5% |
| 30D | +11.6% | -12.0% | +23.6% | +10.6% |
| 3M | -21.4% | -13.4% | -8.0% | -22.1% |
| 6M | -27.3% | -26.4% | -0.9% | -28.9% |
| YTD | -42.4% | +38.8% | -81.2% | -47.6% |
| 1Y | -45.6% | +20.9% | -66.5% | -48.6% |
| All | -45.6% | +17.5% | -63.1% | -48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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