-45.6%
CHTR vs TROW
+17.3%
-62.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +6.0% | -0.3% | +3.2% |
| 7D | +14.1% | +8.2% | +5.9% | +10.5% |
| 30D | +11.6% | +8.3% | +3.3% | +7.9% |
| 3M | -21.4% | -1.6% | -19.9% | -21.2% |
| 6M | -27.3% | +11.9% | -39.2% | -31.0% |
| YTD | -42.4% | +14.3% | -56.7% | -46.1% |
| 1Y | -45.6% | +17.0% | -62.6% | -50.2% |
| All | -45.6% | +17.3% | -62.9% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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