+543.5%
CIEN vs CHTR
-81.7%
+625.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.7% | +0.8% | +4.1% |
| 7D | +8.9% | -4.1% | +13.0% | +9.3% |
| 30D | -19.1% | -3.0% | -16.1% | -18.9% |
| 3M | -21.5% | +4.8% | -26.3% | -22.5% |
| 6M | +2.8% | -35.0% | +37.8% | +8.0% |
| YTD | +49.5% | -30.2% | +79.6% | +54.2% |
| 1Y | +163.8% | -44.8% | +208.6% | +184.9% |
| 3Y | +615.8% | -66.6% | +682.4% | +748.7% |
| All | +543.5% | -81.7% | +625.1% | +710.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 5y: compounded portfolio wealth divided by compounded CHTR 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…
5y analysis · Full analysis span regression · 6 months rolling