-45.9%
CHTR vs NDAQ
+368.2%
-414.1%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.3% | +3.9% |
| 7D | -4.1% | -5.6% | +1.5% | -1.7% |
| 30D | -3.0% | -4.4% | +1.4% | -1.3% |
| 3M | +4.8% | +5.9% | -1.1% | +1.8% |
| 6M | -35.0% | +7.7% | -42.8% | -37.9% |
| YTD | -30.2% | -5.2% | -25.0% | -29.7% |
| 1Y | -44.8% | -3.4% | -41.4% | -45.0% |
| 3Y | -66.6% | +85.6% | -152.2% | -75.8% |
| 5Y | -81.5% | +49.5% | -131.0% | -85.5% |
| All | -45.9% | +368.2% | -414.1% | -76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling