-45.6%
CHTR vs NXT
+10.5%
-56.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +11.1% | -5.4% | +5.6% |
| 7D | +14.1% | +30.0% | -15.9% | +14.1% |
| 30D | +11.6% | +28.6% | -17.0% | +11.6% |
| 3M | -21.4% | +8.4% | -29.8% | -21.7% |
| 6M | -27.3% | -8.7% | -18.5% | -28.2% |
| YTD | -42.4% | +22.5% | -64.9% | -44.4% |
| 1Y | -45.6% | +6.9% | -52.5% | -46.7% |
| All | -45.6% | +10.5% | -56.0% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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