-45.6%
CHTR vs JHX
+44.7%
-90.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +8.3% | -2.6% | +4.4% |
| 7D | +14.1% | +13.3% | +0.8% | +12.1% |
| 30D | +11.6% | +17.1% | -5.6% | +9.1% |
| 3M | -21.4% | +4.1% | -25.5% | -22.1% |
| 6M | -27.3% | +48.5% | -75.8% | -30.9% |
| YTD | -42.4% | +42.3% | -84.7% | -45.0% |
| 1Y | -45.6% | +47.4% | -92.9% | -48.7% |
| All | -45.6% | +44.7% | -90.3% | -48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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