-45.9%
CHTR vs PODD
+223.0%
-268.8%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.0% | +5.7% | +4.1% |
| 7D | -4.1% | -10.5% | +6.4% | -2.1% |
| 30D | -3.0% | -9.0% | +6.1% | -1.3% |
| 3M | +4.8% | -11.5% | +16.3% | +6.4% |
| 6M | -35.0% | -44.7% | +9.7% | -28.5% |
| YTD | -30.2% | -53.6% | +23.4% | -20.9% |
| 1Y | -44.8% | -61.0% | +16.2% | -35.8% |
| 3Y | -66.6% | -24.7% | -41.8% | -66.5% |
| 5Y | -81.5% | -55.5% | -26.0% | -80.1% |
| All | -45.9% | +223.0% | -268.8% | -57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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