-3.3%
CHTR vs RACE
+26.6%
-29.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.4% | +2.9% | +3.6% |
| 7D | +17.2% | -1.2% | +18.4% | +17.9% |
| 30D | +31.6% | +6.1% | +25.5% | +27.9% |
| 3M | -11.6% | -0.3% | -11.3% | -11.8% |
| 6M | -3.3% | +23.4% | -26.7% | -11.8% |
| All | -3.3% | +26.6% | -29.9% | -11.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling