-41.4%
CHTR vs GWW
+31.2%
-72.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.2% |
| 7D | -1.1% | +1.4% | -2.5% | -1.4% |
| 30D | -0.8% | +3.3% | -4.0% | -1.7% |
| 3M | +17.8% | +2.9% | +14.9% | +15.1% |
| 6M | -34.5% | +15.8% | -50.3% | -39.6% |
| YTD | -27.2% | +32.0% | -59.2% | -37.8% |
| 1Y | -41.4% | +29.9% | -71.3% | -52.1% |
| All | -41.4% | +31.2% | -72.6% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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