-41.4%
CHTR vs RVTY
+57.1%
-98.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | -1.1% | +1.1% | -2.2% | -1.2% |
| 30D | -0.8% | +13.2% | -14.0% | -2.3% |
| 3M | +17.8% | +27.2% | -9.5% | +13.6% |
| 6M | -34.5% | +32.4% | -66.9% | -37.7% |
| YTD | -27.2% | +34.9% | -62.1% | -31.9% |
| 1Y | -41.4% | +52.4% | -93.8% | -45.4% |
| All | -41.4% | +57.1% | -98.5% | -45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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