-67.7%
CHTR vs NDAQ
+85.5%
-153.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -2.3% | +7.3% | +5.8% |
| 7D | -7.1% | -6.8% | -0.4% | -4.9% |
| 30D | -10.9% | -3.2% | -7.7% | -10.0% |
| 3M | +2.0% | +6.5% | -4.5% | -0.2% |
| 6M | -35.9% | +5.7% | -41.7% | -37.6% |
| YTD | -32.7% | -4.6% | -28.0% | -31.7% |
| 1Y | -46.6% | -1.6% | -45.0% | -46.7% |
| All | -67.7% | +85.5% | -153.3% | -79.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling