-45.6%
CHTR vs IAU
+2.6%
-48.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +3.7% | +2.0% | +6.2% |
| 7D | +14.1% | -0.3% | +14.4% | +13.9% |
| 30D | +11.6% | -1.9% | +13.4% | +11.1% |
| 3M | -21.4% | -0.4% | -21.0% | -21.5% |
| 6M | -27.3% | -10.1% | -17.1% | -28.2% |
| YTD | -42.4% | -5.9% | -36.5% | -44.3% |
| 1Y | -45.6% | +2.9% | -48.5% | -46.5% |
| All | -45.6% | +2.6% | -48.2% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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