-8.6%
LHX vs CHTR
-43.3%
+34.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.7% | -5.3% | -1.0% |
| 7D | -7.3% | +15.5% | -22.8% | -8.4% |
| 30D | +8.5% | +15.9% | -7.4% | +7.1% |
| 3M | -9.4% | -17.8% | +8.5% | -8.1% |
| 6M | -14.0% | -20.5% | +6.5% | -12.9% |
| YTD | -11.0% | -39.7% | +28.7% | -4.7% |
| 1Y | -8.6% | -44.1% | +35.5% | -1.8% |
| All | -8.6% | -43.3% | +34.7% | -1.8% |
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