-44.8%
CHTR vs OSCR
+64.1%
-108.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.6% | +3.1% | +3.7% |
| 7D | -4.1% | +1.6% | -5.7% | -4.1% |
| 30D | -3.0% | +10.7% | -13.6% | -3.4% |
| 3M | +4.8% | +13.4% | -8.6% | +4.0% |
| 6M | -35.0% | +144.6% | -179.6% | -38.1% |
| YTD | -30.2% | +128.0% | -158.2% | -33.3% |
| 1Y | -44.8% | +68.7% | -113.4% | -45.0% |
| All | -44.8% | +64.1% | -108.9% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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