-67.7%
CHTR vs ONTO
+106.2%
-173.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -3.4% | +8.4% | +5.0% |
| 7D | -7.1% | +6.5% | -13.7% | -7.1% |
| 30D | -10.9% | -15.9% | +5.0% | -11.0% |
| 3M | +2.0% | -0.2% | +2.2% | +1.7% |
| 6M | -35.9% | +38.7% | -74.7% | -37.1% |
| YTD | -32.7% | +70.4% | -103.0% | -34.8% |
| 1Y | -46.6% | +153.6% | -200.2% | -49.4% |
| All | -67.7% | +106.2% | -173.9% | -72.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 3y: compounded portfolio wealth divided by compounded ONTO 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…
3y analysis · Full analysis span regression · 6 months rolling