+334.3%
CHTR vs PAAS
+169.5%
+164.8%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | +0.5% |
| 7D | -1.1% | -2.9% | +1.8% | -0.9% |
| 30D | -0.8% | +6.8% | -7.6% | -1.3% |
| 3M | +17.8% | -2.9% | +20.7% | +17.6% |
| 6M | -34.5% | -16.4% | -18.1% | -34.1% |
| YTD | -27.2% | 0.0% | -27.2% | -27.9% |
| 1Y | -41.4% | +54.3% | -95.8% | -43.9% |
| 3Y | -64.0% | +230.7% | -294.7% | -67.9% |
| 5Y | -81.3% | +111.6% | -192.9% | -83.0% |
| 10Y | -44.1% | +211.7% | -255.8% | -51.8% |
| All | +334.3% | +169.5% | +164.8% | +283.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling