-65.5%
CHTR vs ROIV
+253.6%
-319.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +18.8% | -22.9% | -5.4% |
| 7D | -0.3% | +20.2% | -20.5% | -1.8% |
| 30D | -4.5% | +14.1% | -18.6% | -5.5% |
| 3M | +10.2% | +45.6% | -35.4% | +6.1% |
| 6M | -37.2% | +44.1% | -81.4% | -39.7% |
| YTD | -30.2% | +91.2% | -121.3% | -35.0% |
| 1Y | -44.8% | +221.3% | -266.1% | -51.6% |
| 3Y | -65.5% | +229.2% | -294.7% | -71.2% |
| All | -65.5% | +253.6% | -319.1% | -71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 3y: compounded portfolio wealth divided by compounded ROIV 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…
3y analysis · Full analysis span regression · 6 months rolling