+551.8%
LITE vs CHTR
-49.0%
+600.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -8.1% | +9.2% | -0.6% |
| 7D | +13.6% | -15.8% | +29.4% | +9.8% |
| 30D | +21.6% | -12.7% | +34.2% | +19.1% |
| 3M | +20.3% | -1.1% | +21.4% | +21.3% |
| 6M | +54.4% | -39.9% | +94.3% | +50.0% |
| YTD | +168.3% | -35.9% | +204.2% | +164.7% |
| 1Y | +551.8% | -49.2% | +601.0% | +556.4% |
| All | +551.8% | -49.0% | +600.8% | +556.4% |
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