+295.4%
CHTR vs RY
+593.8%
-298.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +28.5% |
| 3M | -11.6% | -5.3% | -6.3% | -9.4% |
| 6M | -3.3% | +13.8% | -17.1% | -9.4% |
| YTD | -33.7% | +21.0% | -54.7% | -39.8% |
| 1Y | -32.4% | +40.5% | -72.9% | -42.9% |
| 3Y | -65.9% | +159.7% | -225.6% | -78.5% |
| 5Y | -79.9% | +124.3% | -204.3% | -86.5% |
| 10Y | -49.2% | +351.6% | -400.8% | -75.3% |
| All | +295.4% | +593.8% | -298.4% | +60.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling