-44.8%
CHTR vs SHAK
-34.9%
-9.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.2% | +0.5% | +3.6% |
| 7D | -4.1% | -8.3% | +4.2% | -3.8% |
| 30D | -3.0% | -12.6% | +9.7% | -2.6% |
| 3M | +4.8% | +9.1% | -4.4% | +4.7% |
| 6M | -35.0% | -31.2% | -3.8% | -36.7% |
| YTD | -30.2% | -21.6% | -8.6% | -33.6% |
| 1Y | -44.8% | -38.8% | -6.0% | -43.5% |
| All | -44.8% | -34.9% | -9.9% | -43.5% |
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