-45.6%
CHTR vs WY
+0.3%
-45.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +5.6% | 0.0% | +3.2% |
| 7D | +14.1% | +13.3% | +0.8% | +8.2% |
| 30D | +11.6% | +17.6% | -6.1% | +4.5% |
| 3M | -21.4% | -15.0% | -6.4% | -17.2% |
| 6M | -27.3% | -5.9% | -21.4% | -26.7% |
| YTD | -42.4% | -5.7% | -36.7% | -42.4% |
| 1Y | -45.6% | -0.2% | -45.4% | -47.3% |
| All | -45.6% | +0.3% | -45.9% | -47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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