-46.6%
CHTR vs MSCI
-2.9%
-43.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.3% | +6.2% | +5.4% |
| 7D | -7.1% | -4.7% | -2.4% | -5.7% |
| 30D | -10.9% | -2.2% | -8.7% | -10.2% |
| 3M | +2.0% | -9.7% | +11.7% | +4.8% |
| 6M | -35.9% | +0.3% | -36.2% | -35.7% |
| YTD | -32.7% | -3.5% | -29.2% | -32.2% |
| 1Y | -46.6% | -1.4% | -45.2% | -46.3% |
| All | -46.6% | -2.9% | -43.7% | -46.3% |
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