-44.1%
CHTR vs QQQI
+2.7%
-46.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -5.7% | +10.3% | +2.6% |
| 7D | +15.5% | -8.5% | +24.0% | +12.1% |
| 30D | +15.9% | -12.7% | +28.6% | +11.3% |
| 3M | -17.8% | -7.7% | -10.1% | -20.1% |
| 6M | -20.5% | -4.6% | -15.8% | -22.3% |
| YTD | -39.7% | +2.1% | -41.8% | -41.0% |
| 1Y | -44.1% | +2.1% | -46.2% | -45.1% |
| All | -44.1% | +2.7% | -46.8% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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