-45.6%
CHTR vs OPEN
-72.7%
+27.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +13.8% | -8.1% | +4.4% |
| 7D | +14.1% | +3.7% | +10.4% | +13.6% |
| 30D | +11.6% | -14.3% | +25.9% | +12.4% |
| 3M | -21.4% | -51.9% | +30.5% | -18.1% |
| 6M | -27.3% | -61.4% | +34.1% | -23.6% |
| YTD | -42.4% | -66.0% | +23.6% | -39.2% |
| 1Y | -45.6% | -71.4% | +25.8% | -42.6% |
| All | -45.6% | -72.7% | +27.1% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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