-62.5%
CHTR vs PLTD
-77.3%
+14.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.3% | -6.4% | -3.9% |
| 7D | -0.3% | +4.5% | -4.8% | +0.1% |
| 30D | -4.5% | -0.7% | -3.7% | -4.5% |
| 3M | +10.2% | -31.0% | +41.3% | +7.2% |
| 6M | -37.2% | -24.8% | -12.4% | -38.3% |
| YTD | -30.2% | -18.6% | -11.6% | -30.7% |
| 1Y | -44.8% | -31.8% | -13.0% | -46.1% |
| All | -62.5% | -77.3% | +14.8% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling