+3,344.5%
LITE vs CHTR
-28.2%
+3,372.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +10.6% | -12.4% | -3.4% |
| 7D | -13.9% | +17.8% | -31.7% | -16.5% |
| 30D | -46.9% | +29.7% | -76.6% | -49.6% |
| 3M | -28.0% | -12.5% | -15.5% | -27.4% |
| 6M | -35.2% | -13.4% | -21.8% | -35.1% |
| YTD | +58.9% | -35.8% | +94.6% | +65.8% |
| 1Y | +125.3% | -36.3% | +161.6% | +135.6% |
| 3Y | +1,344.4% | -67.3% | +1,411.7% | +1,668.8% |
| 5Y | +541.2% | -80.9% | +622.0% | +788.9% |
| 10Y | +1,587.5% | -50.5% | +1,638.0% | +1,725.5% |
| All | +3,344.5% | -28.2% | +3,372.7% | +3,523.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling