-40.6%
CHTR vs Q
+75.3%
-115.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.3% | -6.4% | -3.9% |
| 7D | -0.3% | +6.7% | -7.1% | +0.3% |
| 30D | -4.5% | -10.6% | +6.1% | -5.3% |
| 3M | +10.2% | -14.6% | +24.8% | +8.6% |
| 6M | -37.2% | +12.1% | -49.3% | -39.0% |
| YTD | -30.2% | +51.3% | -81.4% | -33.8% |
| All | -40.6% | +75.3% | -115.9% | -44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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