-47.8%
CHTR vs PAAS
+232.4%
-280.2%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -4.3% | +9.2% | +5.3% |
| 7D | -7.1% | -3.7% | -3.4% | -7.0% |
| 30D | -10.9% | -1.9% | -9.0% | -10.9% |
| 3M | +2.0% | +15.1% | -13.1% | +0.6% |
| 6M | -35.9% | -17.1% | -18.8% | -35.4% |
| YTD | -32.7% | -1.3% | -31.3% | -33.5% |
| 1Y | -46.6% | +41.1% | -87.6% | -49.0% |
| 3Y | -66.7% | +244.2% | -310.9% | -71.5% |
| 5Y | -82.1% | +120.8% | -203.0% | -84.4% |
| All | -47.8% | +232.4% | -280.2% | -56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling