-69.3%
CHTR vs LTH
+155.4%
-224.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -1.7% | -6.4% | -7.7% |
| 7D | -15.8% | -4.0% | -11.8% | -14.9% |
| 30D | -12.7% | -1.7% | -11.0% | -12.3% |
| 3M | -1.1% | +28.0% | -29.1% | -6.3% |
| 6M | -39.9% | +54.1% | -94.0% | -45.9% |
| YTD | -35.9% | +57.1% | -92.9% | -42.7% |
| 1Y | -49.2% | +45.8% | -94.9% | -53.8% |
| All | -69.3% | +155.4% | -224.6% | -76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 3y: compounded portfolio wealth divided by compounded LTH 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…
3y analysis · Full analysis span regression · 6 months rolling