+724.9%
DELL vs CHTR
-65.7%
+790.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.7% | +8.3% | +11.6% |
| 7D | +8.2% | -4.1% | +12.3% | +8.6% |
| 30D | +17.1% | -3.0% | +20.1% | +17.3% |
| 3M | +45.2% | +4.8% | +40.4% | +43.8% |
| 6M | +286.8% | -35.0% | +321.8% | +305.6% |
| YTD | +354.8% | -30.2% | +385.0% | +372.4% |
| 1Y | +358.3% | -44.8% | +403.0% | +388.0% |
| 3Y | +724.9% | -66.6% | +791.5% | +846.3% |
| All | +724.9% | -65.7% | +790.6% | +846.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling