-82.1%
CHTR vs NDAQ
+48.4%
-130.5%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -2.3% | +7.3% | +5.9% |
| 7D | -7.1% | -6.8% | -0.4% | -4.6% |
| 30D | -10.9% | -3.2% | -7.7% | -9.9% |
| 3M | +2.0% | +6.5% | -4.5% | -0.7% |
| 6M | -35.9% | +5.7% | -41.7% | -37.9% |
| YTD | -32.7% | -4.6% | -28.0% | -32.1% |
| 1Y | -46.6% | -1.6% | -45.0% | -47.0% |
| 3Y | -66.7% | +86.4% | -153.2% | -76.1% |
| 5Y | -82.1% | +50.3% | -132.5% | -86.8% |
| All | -82.1% | +48.4% | -130.5% | -86.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling