-46.6%
CHTR vs RACE
-13.6%
-33.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.6% | +3.4% | +4.5% |
| 7D | -7.1% | -2.2% | -4.9% | -6.5% |
| 30D | -10.9% | -0.4% | -10.5% | -10.7% |
| 3M | +2.0% | +17.9% | -15.9% | -3.0% |
| 6M | -35.9% | +19.3% | -55.2% | -39.2% |
| YTD | -32.7% | +11.9% | -44.5% | -35.8% |
| 1Y | -46.6% | -12.7% | -33.8% | -46.9% |
| All | -46.6% | -13.6% | -33.0% | -46.9% |
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