-45.6%
CHTR vs RACE
+10.6%
-56.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +4.3% | +1.4% | +3.9% |
| 7D | +14.1% | +9.9% | +4.2% | +9.9% |
| 30D | +11.6% | +12.8% | -1.2% | +6.4% |
| 3M | -21.4% | +7.4% | -28.8% | -23.7% |
| 6M | -27.3% | +27.6% | -54.9% | -33.7% |
| YTD | -42.4% | +18.4% | -60.8% | -47.0% |
| 1Y | -45.6% | +9.5% | -55.1% | -48.0% |
| All | -45.6% | +10.6% | -56.1% | -48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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