-72.8%
CHTR vs OPEN
-74.0%
+1.3%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.1% | +3.7% |
| 7D | -4.1% | -11.4% | +7.3% | -3.4% |
| 30D | -3.0% | -20.1% | +17.1% | -1.6% |
| 3M | +4.8% | -37.6% | +42.3% | +7.6% |
| 6M | -35.0% | -47.1% | +12.0% | -32.8% |
| YTD | -30.2% | -52.1% | +22.0% | -27.6% |
| 1Y | -44.8% | -73.5% | +28.7% | -41.2% |
| 3Y | -66.6% | -24.4% | -42.2% | -69.9% |
| 5Y | -81.5% | -85.1% | +3.6% | -83.6% |
| All | -72.8% | -74.0% | +1.3% | -77.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling