+47.0%
CVX vs CHTR
-46.1%
+93.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +5.7% | -9.4% | -3.8% |
| 7D | -5.3% | +14.1% | -19.4% | -5.6% |
| 30D | +5.1% | +11.6% | -6.5% | +4.8% |
| 3M | +14.9% | -21.4% | +36.4% | +15.5% |
| 6M | +14.9% | -27.3% | +42.1% | +16.4% |
| YTD | +46.3% | -42.4% | +88.7% | +48.4% |
| 1Y | +47.0% | -45.6% | +92.6% | +48.2% |
| All | +47.0% | -46.1% | +93.1% | +48.2% |
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