+27.3%
RTX vs CHTR
-44.4%
+71.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.7% | -3.9% | -0.4% |
| 7D | -1.5% | -4.1% | +2.5% | -1.4% |
| 30D | -11.0% | -3.0% | -8.0% | -10.9% |
| 3M | +7.7% | +4.8% | +2.9% | +7.1% |
| 6M | -3.9% | -35.0% | +31.1% | -2.1% |
| YTD | +9.0% | -30.2% | +39.1% | +11.3% |
| 1Y | +27.3% | -44.8% | +72.0% | +35.3% |
| All | +27.3% | -44.4% | +71.6% | +35.3% |
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