+301.6%
CHTR vs ZBRA
+1,104.9%
-803.3%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.2% | +5.2% | +5.0% |
| 7D | -7.1% | -3.8% | -3.4% | -6.2% |
| 30D | -10.9% | -10.2% | -0.7% | -8.4% |
| 3M | +2.0% | +58.7% | -56.7% | -9.8% |
| 6M | -35.9% | +61.9% | -97.8% | -44.0% |
| YTD | -32.7% | +41.7% | -74.3% | -39.4% |
| 1Y | -46.6% | +12.4% | -58.9% | -49.3% |
| 3Y | -66.7% | +34.2% | -100.9% | -70.8% |
| 5Y | -82.1% | -40.8% | -41.4% | -81.5% |
| 10Y | -46.8% | +420.3% | -467.1% | -69.0% |
| All | +301.6% | +1,104.9% | -803.3% | +66.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling