+282.5%
CHTR vs PODD
+815.2%
-532.7%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -3.1% | -5.1% | -7.6% |
| 7D | -15.8% | -6.9% | -8.9% | -14.7% |
| 30D | -12.7% | -3.5% | -9.2% | -12.1% |
| 3M | -1.1% | -13.6% | +12.5% | +0.9% |
| 6M | -39.9% | -42.6% | +2.7% | -34.3% |
| YTD | -35.9% | -51.5% | +15.6% | -27.8% |
| 1Y | -49.2% | -60.9% | +11.8% | -40.8% |
| 3Y | -68.3% | -19.8% | -48.5% | -68.5% |
| 5Y | -83.0% | -54.4% | -28.6% | -81.8% |
| 10Y | -49.3% | +236.1% | -285.4% | -63.7% |
| All | +282.5% | +815.2% | -532.7% | +103.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling