+46.2%
SLB vs CHTR
-46.1%
+92.3%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.7% | -6.8% | -1.3% |
| 7D | -4.1% | +14.1% | -18.2% | -4.5% |
| 30D | +2.5% | +11.6% | -9.0% | +2.1% |
| 3M | +2.0% | -21.4% | +23.4% | +3.2% |
| 6M | -6.3% | -27.3% | +20.9% | -4.2% |
| YTD | +36.5% | -42.4% | +78.9% | +39.3% |
| 1Y | +46.2% | -45.6% | +91.8% | +50.1% |
| All | +46.2% | -46.1% | +92.3% | +50.1% |
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