+8.3%
DIS vs CHTR
-46.1%
+54.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.7% | -1.5% | +3.3% |
| 7D | +9.1% | +14.1% | -5.0% | +6.8% |
| 30D | +14.8% | +11.6% | +3.2% | +12.7% |
| 3M | +21.2% | -21.4% | +42.6% | +25.2% |
| 6M | +18.3% | -27.3% | +45.6% | +23.0% |
| YTD | +5.4% | -42.4% | +47.7% | +11.0% |
| 1Y | +8.3% | -45.6% | +53.8% | +17.1% |
| All | +8.3% | -46.1% | +54.3% | +17.1% |
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