-83.0%
CHTR vs SUI
-33.5%
-49.5%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -1.4% | -6.8% | -7.5% |
| 7D | -15.8% | -4.3% | -11.5% | -14.0% |
| 30D | -12.7% | -2.1% | -10.5% | -11.7% |
| 3M | -1.1% | -6.1% | +5.0% | +1.9% |
| 6M | -39.9% | -12.8% | -27.2% | -36.1% |
| YTD | -35.9% | -4.6% | -31.2% | -34.5% |
| 1Y | -49.2% | -7.7% | -41.5% | -47.4% |
| 3Y | -68.3% | +10.9% | -79.2% | -70.2% |
| 5Y | -83.0% | -32.4% | -50.6% | -80.5% |
| All | -83.0% | -33.5% | -49.5% | -80.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling