-41.4%
CHTR vs SU
+70.8%
-112.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.2% |
| 7D | -1.1% | +2.9% | -4.0% | -0.8% |
| 30D | -0.8% | +7.2% | -7.9% | -0.3% |
| 3M | +17.8% | +2.8% | +14.9% | +17.5% |
| 6M | -34.5% | +18.2% | -52.7% | -34.2% |
| YTD | -27.2% | +54.0% | -81.2% | -27.2% |
| 1Y | -41.4% | +70.1% | -111.5% | -41.7% |
| All | -41.4% | +70.8% | -112.2% | -41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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