-39.9%
CHTR vs PFGC
+10.4%
-50.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -1.2% | -6.9% | -7.7% |
| 7D | -15.8% | -3.7% | -12.1% | -14.5% |
| 30D | -12.7% | -16.0% | +3.3% | -6.6% |
| 3M | -1.1% | -4.1% | +3.0% | +2.3% |
| 6M | -39.9% | +8.7% | -48.6% | -38.6% |
| All | -39.9% | +10.4% | -50.3% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 6mo: compounded portfolio wealth divided by compounded PFGC 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…
6mo analysis · Full analysis span regression · 6 months rolling