+110.5%
CNC vs CHTR
-46.1%
+156.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +5.7% | +7.0% | +12.3% |
| 7D | +13.4% | +14.1% | -0.7% | +12.6% |
| 30D | +18.2% | +11.6% | +6.6% | +17.5% |
| 3M | +18.6% | -21.4% | +40.1% | +18.9% |
| 6M | +41.9% | -27.3% | +69.2% | +42.9% |
| YTD | +84.7% | -42.4% | +127.1% | +82.5% |
| 1Y | +110.5% | -45.6% | +156.1% | +119.3% |
| All | +110.5% | -46.1% | +156.6% | +119.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling