-45.6%
CHTR vs NUE
+86.4%
-132.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.1% | +7.7% | +6.0% |
| 7D | +14.1% | -1.4% | +15.5% | +14.4% |
| 30D | +11.6% | +6.6% | +5.0% | +10.2% |
| 3M | -21.4% | -2.0% | -19.4% | -21.5% |
| 6M | -27.3% | +19.2% | -46.5% | -30.4% |
| YTD | -42.4% | +65.6% | -108.0% | -51.5% |
| 1Y | -45.6% | +87.8% | -133.4% | -60.5% |
| All | -45.6% | +86.4% | -132.0% | -60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 1y: compounded portfolio wealth divided by compounded NUE 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…
1y analysis · Full analysis span regression · 6 months rolling