-39.9%
CHTR vs WU
-23.5%
-16.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.9% | -7.3% | -7.8% |
| 7D | -15.8% | -4.9% | -10.8% | -13.9% |
| 30D | -12.7% | -1.3% | -11.4% | -11.8% |
| 3M | -1.1% | -3.6% | +2.5% | -5.7% |
| 6M | -39.9% | -24.3% | -15.6% | -26.1% |
| All | -39.9% | -23.5% | -16.4% | -26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 6mo: compounded portfolio wealth divided by compounded WU 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…
6mo analysis · Full analysis span regression · 6 months rolling