+20.6%
NXPI vs CHTR
-81.7%
+102.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.7% | +0.8% | +3.8% |
| 7D | +3.9% | -4.1% | +7.9% | +4.5% |
| 30D | +1.4% | -3.0% | +4.3% | +1.6% |
| 3M | -21.5% | +4.8% | -26.3% | -22.9% |
| 6M | +19.4% | -35.0% | +54.4% | +27.9% |
| YTD | +9.9% | -30.2% | +40.1% | +14.8% |
| 1Y | +7.9% | -44.8% | +52.7% | +20.4% |
| 3Y | +22.7% | -66.6% | +89.2% | +54.6% |
| All | +20.6% | -81.7% | +102.2% | +69.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling