-47.4%
CHTR vs PAAS
+205.7%
-253.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.6% | +4.9% | +4.4% |
| 7D | +17.2% | -8.9% | +26.1% | +17.9% |
| 30D | +31.6% | -11.4% | +43.0% | +32.5% |
| 3M | -11.6% | -20.4% | +8.9% | -10.6% |
| 6M | -3.3% | -40.7% | +37.4% | -0.3% |
| YTD | -33.7% | -26.9% | -6.8% | -33.3% |
| 1Y | -32.4% | -3.1% | -29.4% | -33.8% |
| 3Y | -65.9% | +199.3% | -265.2% | -70.7% |
| 5Y | -79.9% | +48.3% | -128.2% | -82.0% |
| All | -47.4% | +205.7% | -253.1% | -55.9% |
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