-4.1%
LHX vs CHTR
-41.9%
+37.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.7% |
| 7D | -2.0% | -1.1% | -0.9% | -1.9% |
| 30D | -9.9% | -0.8% | -9.2% | -10.0% |
| 3M | -16.5% | +17.8% | -34.3% | -17.9% |
| 6M | -29.6% | -34.5% | +4.9% | -27.3% |
| YTD | -11.6% | -27.2% | +15.6% | -7.9% |
| 1Y | -4.1% | -41.4% | +37.4% | +6.9% |
| All | -4.1% | -41.9% | +37.9% | +6.9% |
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