-62.5%
CHTR vs PLTD
-76.9%
+14.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.7% | +4.4% | +3.6% |
| 7D | -4.1% | +4.2% | -8.3% | -3.8% |
| 30D | -3.0% | +0.7% | -3.7% | -2.9% |
| 3M | +4.8% | -32.4% | +37.1% | +1.8% |
| 6M | -35.0% | -26.2% | -8.8% | -36.2% |
| YTD | -30.2% | -17.0% | -13.2% | -30.6% |
| 1Y | -44.8% | -26.7% | -18.1% | -45.7% |
| All | -62.5% | -76.9% | +14.4% | -67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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