+54.8%
ON vs CHTR
-41.9%
+96.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +1.1% |
| 7D | +2.4% | -1.1% | +3.5% | +2.3% |
| 30D | -3.3% | -0.8% | -2.5% | -3.1% |
| 3M | -43.6% | +17.8% | -61.4% | -42.0% |
| 6M | +19.0% | -34.5% | +53.4% | +25.2% |
| YTD | +37.4% | -27.2% | +64.5% | +45.2% |
| 1Y | +54.8% | -41.4% | +96.2% | +72.6% |
| All | +54.8% | -41.9% | +96.7% | +72.6% |
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