-46.6%
CHTR vs USFD
+23.2%
-69.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.4% | +6.4% | +5.2% |
| 7D | -7.1% | -8.0% | +0.8% | -5.8% |
| 30D | -10.9% | -13.1% | +2.2% | -8.8% |
| 3M | +2.0% | +6.5% | -4.5% | +2.1% |
| 6M | -35.9% | +5.7% | -41.6% | -35.8% |
| YTD | -32.7% | +27.5% | -60.2% | -33.7% |
| 1Y | -46.6% | +23.4% | -70.0% | -46.0% |
| All | -46.6% | +23.2% | -69.7% | -46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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