-45.6%
CHTR vs SHAK
-21.2%
-24.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +3.8% | +1.9% | +5.4% |
| 7D | +14.1% | +8.3% | +5.8% | +13.6% |
| 30D | +11.6% | +16.7% | -5.1% | +10.9% |
| 3M | -21.4% | +10.0% | -31.4% | -21.8% |
| 6M | -27.3% | -23.8% | -3.5% | -29.8% |
| YTD | -42.4% | -10.3% | -32.1% | -45.4% |
| 1Y | -45.6% | -22.9% | -22.7% | -44.5% |
| All | -45.6% | -21.2% | -24.3% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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