-69.3%
CHTR vs OVV
+52.7%
-121.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +0.4% | -8.6% | -8.2% |
| 7D | -15.8% | -3.8% | -12.0% | -15.3% |
| 30D | -12.7% | +1.3% | -13.9% | -12.9% |
| 3M | -1.1% | +14.3% | -15.4% | -3.4% |
| 6M | -39.9% | +21.1% | -61.0% | -42.2% |
| YTD | -35.9% | +66.0% | -101.9% | -41.8% |
| 1Y | -49.2% | +59.3% | -108.4% | -53.7% |
| All | -69.3% | +52.7% | -121.9% | -73.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling