-83.0%
CHTR vs MSCI
-10.5%
-72.5%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +0.6% | -8.7% | -8.3% |
| 7D | -15.8% | -1.1% | -14.7% | -15.5% |
| 30D | -12.7% | -1.2% | -11.5% | -12.3% |
| 3M | -1.1% | -8.4% | +7.3% | +1.8% |
| 6M | -39.9% | -1.0% | -38.9% | -39.9% |
| YTD | -35.9% | -2.3% | -33.6% | -35.9% |
| 1Y | -49.2% | -1.2% | -48.0% | -49.5% |
| 3Y | -68.3% | +7.9% | -76.2% | -69.9% |
| All | -83.0% | -10.5% | -72.5% | -84.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling