-83.0%
CHTR vs P
+274.2%
-357.1%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -4.0% | -4.1% | -7.9% |
| 7D | -15.8% | +5.0% | -20.8% | -16.0% |
| 30D | -12.7% | -0.9% | -11.7% | -12.7% |
| 3M | -1.1% | +38.7% | -39.8% | -3.4% |
| 6M | -39.9% | +54.4% | -94.3% | -42.2% |
| YTD | -35.9% | +44.8% | -80.7% | -38.3% |
| 1Y | -49.2% | +22.5% | -71.7% | -50.8% |
| 3Y | -68.3% | +148.2% | -216.5% | -73.6% |
| 5Y | -83.0% | +268.9% | -351.9% | -87.0% |
| All | -83.0% | +274.2% | -357.1% | -87.0% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 5y: compounded portfolio wealth divided by compounded P 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…
5y analysis · Full analysis span regression · 6 months rolling