-44.8%
CHTR vs LII
-34.1%
-10.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.8% | +5.5% | +3.8% |
| 7D | -4.1% | -6.3% | +2.2% | -3.6% |
| 30D | -3.0% | -13.0% | +10.1% | -1.8% |
| 3M | +4.8% | -29.0% | +33.8% | +6.3% |
| 6M | -35.0% | -27.7% | -7.4% | -34.2% |
| YTD | -30.2% | -24.2% | -6.0% | -30.6% |
| 1Y | -44.8% | -34.8% | -10.0% | -43.4% |
| All | -44.8% | -34.1% | -10.7% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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