-65.9%
CHTR vs MSCI
+34.1%
-100.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.3% | +3.0% | +3.8% |
| 7D | +17.2% | +3.0% | +14.2% | +16.0% |
| 30D | +31.6% | +17.8% | +13.8% | +24.0% |
| 3M | -11.6% | +15.2% | -26.8% | -16.1% |
| 6M | -3.3% | +16.5% | -19.7% | -8.8% |
| YTD | -33.7% | +16.4% | -50.1% | -37.8% |
| 1Y | -32.4% | +16.8% | -49.2% | -36.7% |
| 3Y | -65.9% | +35.8% | -101.7% | -69.8% |
| All | -65.9% | +34.1% | -100.1% | -69.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling