-45.9%
CHTR vs TRGP
+863.3%
-909.1%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.3% | +3.8% |
| 7D | -4.1% | +0.1% | -4.2% | -4.1% |
| 30D | -3.0% | +8.0% | -11.0% | -4.1% |
| 3M | +4.8% | +8.3% | -3.5% | +3.3% |
| 6M | -35.0% | +23.9% | -58.9% | -37.2% |
| YTD | -30.2% | +59.6% | -89.8% | -35.0% |
| 1Y | -44.8% | +79.4% | -124.2% | -49.5% |
| 3Y | -66.6% | +269.4% | -336.0% | -72.5% |
| 5Y | -81.5% | +641.6% | -723.1% | -86.1% |
| All | -45.9% | +863.3% | -909.1% | -63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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