-35.9%
CHTR vs MOS
-6.5%
-29.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +1.0% | +9.6% | +10.4% |
| 7D | +17.8% | +24.8% | -7.0% | +13.2% |
| 30D | +29.7% | +22.7% | +7.0% | +24.9% |
| 3M | -12.5% | -1.2% | -11.3% | -13.3% |
| 6M | -13.4% | +5.5% | -19.0% | -15.0% |
| YTD | -35.8% | -2.0% | -33.8% | -35.6% |
| All | -35.9% | -6.5% | -29.4% | -36.0% |
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