-49.2%
CHTR vs MOS
-17.6%
-31.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -1.2% | -6.9% | -8.0% |
| 7D | -15.8% | +1.7% | -17.4% | -15.9% |
| 30D | -12.7% | +11.7% | -24.3% | -13.8% |
| 3M | -1.1% | +23.2% | -24.3% | -3.6% |
| 6M | -39.9% | -1.6% | -38.3% | -40.9% |
| YTD | -35.9% | +10.8% | -46.7% | -36.9% |
| 1Y | -49.2% | -16.2% | -32.9% | -48.3% |
| All | -49.2% | -17.6% | -31.5% | -48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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