+301.6%
CHTR vs XPO
+10,278.3%
-9,976.7%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.0% | +6.0% | +5.1% |
| 7D | -7.1% | -1.3% | -5.8% | -6.9% |
| 30D | -10.9% | -10.4% | -0.5% | -9.5% |
| 3M | +2.0% | -15.7% | +17.7% | +4.4% |
| 6M | -35.9% | -6.3% | -29.6% | -35.5% |
| YTD | -32.7% | +34.2% | -66.8% | -35.9% |
| 1Y | -46.6% | +39.9% | -86.5% | -49.6% |
| 3Y | -66.7% | +155.2% | -222.0% | -71.9% |
| 5Y | -82.1% | +264.7% | -346.8% | -86.1% |
| 10Y | -46.8% | +1,500.1% | -1,546.8% | -67.1% |
| All | +301.6% | +10,278.3% | -9,976.7% | +113.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 all: compounded portfolio wealth divided by compounded XPO 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…
all analysis · Full analysis span regression · 6 months rolling