-4.9%
SHOP vs CHTR
-46.1%
+41.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +5.7% | +1.7% | +6.4% |
| 7D | -9.0% | +14.1% | -23.1% | -10.8% |
| 30D | -4.4% | +11.6% | -16.0% | -6.2% |
| 3M | +24.1% | -21.4% | +45.6% | +29.6% |
| 6M | +20.0% | -27.3% | +47.2% | +25.2% |
| YTD | -4.9% | -42.4% | +37.5% | +2.9% |
| 1Y | -4.9% | -45.6% | +40.7% | +4.3% |
| All | -4.9% | -46.1% | +41.1% | +4.3% |
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