-45.6%
CHTR vs SONY
-6.4%
-39.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.2% | +3.5% | +5.0% |
| 7D | +14.1% | +2.9% | +11.2% | +13.2% |
| 30D | +11.6% | +10.2% | +1.3% | +8.7% |
| 3M | -21.4% | +16.1% | -37.5% | -24.4% |
| 6M | -27.3% | +32.1% | -59.4% | -32.8% |
| YTD | -42.4% | +1.4% | -43.8% | -43.6% |
| 1Y | -45.6% | -7.0% | -38.5% | -46.3% |
| All | -45.6% | -6.4% | -39.2% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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