-66.6%
CHTR vs SPXS
-79.6%
+13.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.4% | +6.1% | +3.1% |
| 7D | -4.1% | +2.5% | -6.6% | -3.5% |
| 30D | -3.0% | +4.2% | -7.2% | -1.9% |
| 3M | +4.8% | -9.3% | +14.1% | +2.9% |
| 6M | -35.0% | -30.7% | -4.3% | -40.0% |
| YTD | -30.2% | -28.1% | -2.1% | -34.7% |
| 1Y | -44.8% | -35.1% | -9.7% | -49.4% |
| 3Y | -66.6% | -79.6% | +13.0% | -78.3% |
| All | -66.6% | -79.6% | +13.1% | -78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 3y: compounded portfolio wealth divided by compounded SPXS 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…
3y analysis · Full analysis span regression · 6 months rolling