-45.6%
CHTR vs IRE
-97.6%
+52.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -23.2% | +28.9% | +5.1% |
| 7D | +14.1% | -46.8% | +60.9% | +12.7% |
| 30D | +11.6% | -75.5% | +87.1% | +8.9% |
| 3M | -21.4% | -79.4% | +58.0% | -23.3% |
| 6M | -27.3% | -91.3% | +64.0% | -28.5% |
| YTD | -42.4% | -90.8% | +48.4% | -44.5% |
| 1Y | -45.6% | -97.7% | +52.2% | -45.8% |
| All | -45.6% | -97.6% | +52.0% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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