-44.3%
CHTR vs IRE
-85.3%
+40.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -7.8% | +12.8% | +4.8% |
| 7D | -7.1% | +7.9% | -15.1% | -7.0% |
| 30D | -10.9% | +9.3% | -20.1% | -10.5% |
| 3M | +2.0% | -52.3% | +54.3% | +2.7% |
| 6M | -35.9% | -38.5% | +2.6% | -34.4% |
| YTD | -32.7% | -54.8% | +22.2% | -33.1% |
| All | -44.3% | -85.3% | +40.9% | -43.6% |
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