-41.4%
CHTR vs OVV
+61.5%
-103.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +0.4% |
| 7D | -1.1% | +0.3% | -1.3% | -1.0% |
| 30D | -0.8% | +11.7% | -12.5% | -0.6% |
| 3M | +17.8% | +9.8% | +8.0% | +17.5% |
| 6M | -34.5% | +26.6% | -61.0% | -35.3% |
| YTD | -27.2% | +67.0% | -94.2% | -28.7% |
| 1Y | -41.4% | +55.9% | -97.4% | -42.2% |
| All | -41.4% | +61.5% | -103.0% | -42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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