+1,092.8%
STX vs CHTR
-82.1%
+1,174.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +5.0% | -7.6% | -3.2% |
| 7D | +8.0% | -7.1% | +15.1% | +8.8% |
| 30D | +5.1% | -10.9% | +16.0% | +6.2% |
| 3M | +5.8% | +2.0% | +3.7% | +4.6% |
| 6M | +124.9% | -35.9% | +160.9% | +136.8% |
| YTD | +213.9% | -32.7% | +246.6% | +224.8% |
| 1Y | +350.4% | -46.6% | +397.0% | +389.5% |
| 3Y | +1,314.2% | -66.7% | +1,380.9% | +1,593.0% |
| 5Y | +1,092.8% | -82.1% | +1,174.9% | +1,540.4% |
| All | +1,092.8% | -82.1% | +1,174.9% | +1,540.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling