+316.4%
CHTR vs NDAQ
+1,692.6%
-1,376.2%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.9% | -2.2% | -3.3% |
| 7D | -0.3% | -2.6% | +2.3% | +0.6% |
| 30D | -4.5% | +0.5% | -5.0% | -4.8% |
| 3M | +10.2% | +9.9% | +0.3% | +5.8% |
| 6M | -37.2% | +8.2% | -45.4% | -39.9% |
| YTD | -30.2% | -1.5% | -28.7% | -30.8% |
| 1Y | -44.8% | +1.3% | -46.1% | -46.0% |
| 3Y | -65.5% | +92.6% | -158.1% | -74.5% |
| 5Y | -81.8% | +53.8% | -135.6% | -85.5% |
| 10Y | -45.8% | +376.0% | -421.7% | -73.2% |
| All | +316.4% | +1,692.6% | -1,376.2% | +24.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling