-66.0%
CHTR vs NXT
+171.8%
-237.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -3.6% | -4.5% | -8.0% |
| 7D | -15.8% | -0.2% | -15.6% | -15.8% |
| 30D | -12.7% | -20.0% | +7.3% | -12.2% |
| 3M | -1.1% | -30.9% | +29.8% | -0.3% |
| 6M | -39.9% | -23.8% | -16.1% | -39.9% |
| YTD | -35.9% | -5.4% | -30.4% | -36.7% |
| 1Y | -49.2% | +28.0% | -77.2% | -50.6% |
| 3Y | -68.3% | +93.3% | -161.6% | -71.0% |
| All | -66.0% | +171.8% | -237.8% | -70.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling