-45.6%
CHTR vs ZBRA
+25.3%
-70.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.9% | +4.8% | +5.5% |
| 7D | +14.1% | -13.6% | +27.7% | +17.8% |
| 30D | +11.6% | -11.5% | +23.1% | +14.4% |
| 3M | -21.4% | -9.9% | -11.6% | -19.9% |
| 6M | -27.3% | +48.6% | -75.9% | -36.0% |
| YTD | -42.4% | +36.9% | -79.3% | -48.7% |
| 1Y | -45.6% | +27.7% | -73.3% | -49.5% |
| All | -45.6% | +25.3% | -70.9% | -49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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