-32.4%
CHTR vs RY
+38.8%
-71.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.2% | +4.5% | +4.4% |
| 7D | +17.2% | +0.6% | +16.6% | +16.9% |
| 30D | +31.6% | +5.0% | +26.6% | +28.4% |
| 3M | -11.6% | -5.3% | -6.3% | -10.2% |
| 6M | -3.3% | +13.8% | -17.1% | -10.7% |
| YTD | -33.7% | +21.0% | -54.7% | -39.6% |
| 1Y | -32.4% | +40.5% | -72.9% | -48.9% |
| All | -32.4% | +38.8% | -71.2% | -48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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