-3.3%
CHTR vs LII
-30.1%
+26.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.1% | +3.2% | +4.3% |
| 7D | +17.2% | +2.9% | +14.3% | +17.1% |
| 30D | +31.6% | +0.9% | +30.7% | +31.7% |
| 3M | -11.6% | -15.5% | +3.9% | -12.7% |
| 6M | -3.3% | -30.2% | +26.9% | -6.9% |
| All | -3.3% | -30.1% | +26.8% | -6.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling