+521.0%
LITE vs CHTR
-41.9%
+562.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.4% | +3.6% | +4.1% |
| 7D | -1.5% | -1.1% | -0.5% | -1.7% |
| 30D | +6.7% | -0.8% | +7.4% | +7.2% |
| 3M | -6.8% | +17.8% | -24.5% | -3.2% |
| 6M | +29.4% | -34.5% | +63.9% | +28.4% |
| YTD | +139.1% | -27.2% | +166.3% | +141.8% |
| 1Y | +521.0% | -41.4% | +562.4% | +551.4% |
| All | +521.0% | -41.9% | +562.9% | +551.4% |
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