-45.6%
CHTR vs PNC
+32.8%
-78.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.8% | +3.9% | +4.5% |
| 7D | +14.1% | +2.3% | +11.8% | +12.5% |
| 30D | +11.6% | +7.0% | +4.6% | +6.9% |
| 3M | -21.4% | -7.3% | -14.1% | -17.9% |
| 6M | -27.3% | +8.9% | -36.2% | -30.5% |
| YTD | -42.4% | +15.5% | -57.9% | -46.0% |
| 1Y | -45.6% | +31.8% | -77.4% | -53.2% |
| All | -45.6% | +32.8% | -78.3% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 1y: compounded portfolio wealth divided by compounded PNC 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…
1y analysis · Full analysis span regression · 6 months rolling