-83.0%
CHTR vs PAAS
+126.0%
-209.0%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +3.7% | -11.9% | -8.3% |
| 7D | -15.8% | +2.6% | -18.4% | -15.9% |
| 30D | -12.7% | +2.5% | -15.1% | -12.9% |
| 3M | -1.1% | +15.1% | -16.2% | -2.2% |
| 6M | -39.9% | -12.1% | -27.9% | -39.7% |
| YTD | -35.9% | +3.1% | -38.9% | -36.8% |
| 1Y | -49.2% | +50.8% | -100.0% | -51.8% |
| 3Y | -68.3% | +259.5% | -327.8% | -73.7% |
| All | -83.0% | +126.0% | -209.0% | -85.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling