+53.2%
CSX vs CHTR
-41.9%
+95.2%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | -3.4% | -1.1% | -2.3% | -3.3% |
| 30D | -3.1% | -0.8% | -2.3% | -3.1% |
| 3M | +7.2% | +17.8% | -10.6% | +5.6% |
| 6M | +16.2% | -34.5% | +50.7% | +20.8% |
| YTD | +37.5% | -27.2% | +64.7% | +40.7% |
| 1Y | +53.2% | -41.4% | +94.7% | +62.4% |
| All | +53.2% | -41.9% | +95.2% | +62.4% |
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