-50.0%
CHTR vs SUI
+120.9%
-170.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +2.0% |
| 7D | +13.4% | -2.4% | +15.8% | +14.5% |
| 30D | +33.0% | +3.3% | +29.7% | +31.2% |
| 3M | -13.6% | +0.7% | -14.2% | -13.8% |
| 6M | -7.8% | -4.1% | -3.6% | -6.2% |
| YTD | -34.7% | -1.8% | -32.9% | -34.3% |
| 1Y | -34.8% | -4.1% | -30.8% | -33.9% |
| 3Y | -66.7% | +17.4% | -84.1% | -69.1% |
| 5Y | -80.4% | -27.0% | -53.3% | -78.6% |
| 10Y | -50.0% | +121.2% | -171.2% | -61.2% |
| All | -50.0% | +120.9% | -170.9% | -61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling