-34.8%
CHTR vs LUMN
-57.1%
+22.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.5% | +7.2% | +2.0% |
| 7D | +13.4% | -0.4% | +13.8% | +13.2% |
| 30D | +33.0% | -11.9% | +44.9% | +33.4% |
| 3M | -13.6% | -30.3% | +16.7% | -12.6% |
| 6M | -7.8% | -46.6% | +38.9% | -5.7% |
| YTD | -34.7% | -42.7% | +8.0% | -35.1% |
| 1Y | -34.8% | -51.9% | +17.0% | -35.0% |
| All | -34.8% | -57.1% | +22.3% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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