+279.0%
CHTR vs SUI
+1,109.6%
-830.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -1.9% | -2.4% |
| 7D | +5.4% | -3.8% | +9.2% | +7.0% |
| 30D | +24.0% | +3.9% | +20.1% | +22.2% |
| 3M | -11.7% | +0.2% | -11.9% | -11.8% |
| 6M | -10.3% | -4.2% | -6.1% | -8.8% |
| YTD | -36.5% | -2.5% | -33.9% | -35.9% |
| 1Y | -37.7% | -4.0% | -33.7% | -36.8% |
| 3Y | -67.6% | +16.5% | -84.2% | -69.8% |
| 5Y | -80.8% | -27.2% | -53.5% | -79.0% |
| 10Y | -51.3% | +119.6% | -170.9% | -65.5% |
| All | +279.0% | +1,109.6% | -830.6% | +59.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling