-45.6%
CHTR vs MSCI
+17.3%
-62.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +5.4% | +0.3% | +3.8% |
| 7D | +14.1% | +11.5% | +2.6% | +10.0% |
| 30D | +11.6% | +22.1% | -10.5% | +4.4% |
| 3M | -21.4% | +18.4% | -39.9% | -25.8% |
| 6M | -27.3% | +16.6% | -43.9% | -31.0% |
| YTD | -42.4% | +18.8% | -61.2% | -45.5% |
| 1Y | -45.6% | +19.0% | -64.5% | -48.2% |
| All | -45.6% | +17.3% | -62.8% | -48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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