-11.2%
SHOP vs CHTR
-44.4%
+33.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.7% | -2.0% | +0.9% |
| 7D | -11.2% | -4.1% | -7.1% | -10.4% |
| 30D | -14.4% | -3.0% | -11.4% | -13.9% |
| 3M | +16.6% | +4.8% | +11.8% | +14.9% |
| 6M | -0.6% | -35.0% | +34.5% | +1.4% |
| YTD | -20.0% | -30.2% | +10.2% | -16.9% |
| 1Y | -11.2% | -44.8% | +33.6% | +0.8% |
| All | -11.2% | -44.4% | +33.2% | +0.8% |
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 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