-44.8%
CHTR vs KVUE
+1.1%
-45.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.7% |
| 7D | -4.1% | -5.1% | +1.0% | -2.6% |
| 30D | -3.0% | -6.3% | +3.4% | -1.1% |
| 3M | +4.8% | -0.5% | +5.3% | +5.7% |
| 6M | -35.0% | +3.1% | -38.1% | -34.8% |
| YTD | -30.2% | +6.7% | -36.9% | -29.7% |
| 1Y | -44.8% | -1.1% | -43.6% | -44.6% |
| All | -44.8% | +1.1% | -45.9% | -44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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