-72.8%
CHTR vs OPEN
-71.4%
-1.3%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.5% | -1.6% | -3.9% |
| 7D | -0.3% | +1.0% | -1.3% | -0.4% |
| 30D | -4.5% | -11.9% | +7.4% | -3.7% |
| 3M | +10.2% | -28.8% | +39.0% | +12.4% |
| 6M | -37.2% | -38.6% | +1.4% | -35.7% |
| YTD | -30.2% | -47.3% | +17.2% | -28.0% |
| 1Y | -44.8% | -49.2% | +4.4% | -44.4% |
| 3Y | -65.5% | -18.8% | -46.7% | -69.1% |
| 5Y | -81.8% | -83.6% | +1.8% | -84.0% |
| All | -72.8% | -71.4% | -1.3% | -77.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling