+1,337.5%
STX vs CHTR
-66.9%
+1,404.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +5.0% | -7.6% | -2.6% |
| 7D | +8.0% | -7.1% | +15.1% | +7.8% |
| 30D | +5.1% | -10.9% | +16.0% | +5.0% |
| 3M | +5.8% | +2.0% | +3.7% | +6.0% |
| 6M | +124.9% | -35.9% | +160.9% | +128.6% |
| YTD | +213.9% | -32.7% | +246.6% | +217.5% |
| 1Y | +350.4% | -46.6% | +397.0% | +365.0% |
| All | +1,337.5% | -66.9% | +1,404.4% | +1,513.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling