-45.6%
CHTR vs ZYBT
-42.3%
-3.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.2% | +3.4% | +5.7% |
| 7D | +14.1% | -3.5% | +17.6% | +14.1% |
| 30D | +11.6% | +15.1% | -3.5% | +11.6% |
| 3M | -21.4% | +7.0% | -28.5% | -21.4% |
| 6M | -27.3% | +37.7% | -65.0% | -26.5% |
| YTD | -42.4% | +19.1% | -61.5% | -41.8% |
| 1Y | -45.6% | -38.3% | -7.3% | -47.7% |
| All | -45.6% | -42.3% | -3.3% | -47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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