-45.6%
CHTR vs OTIS
-9.8%
-35.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +3.9% | +1.8% | +3.1% |
| 7D | +14.1% | +9.5% | +4.6% | +7.8% |
| 30D | +11.6% | +21.1% | -9.5% | -0.8% |
| 3M | -21.4% | +9.0% | -30.4% | -25.4% |
| 6M | -27.3% | +6.4% | -33.7% | -29.5% |
| YTD | -42.4% | -7.1% | -35.3% | -40.4% |
| 1Y | -45.6% | -10.1% | -35.4% | -40.8% |
| All | -45.6% | -9.8% | -35.8% | -40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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