+9,351.4%
STX vs CHTR
+316.4%
+9,035.0%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -4.1% | +10.6% | +7.5% |
| 7D | +10.7% | -0.3% | +11.1% | +10.6% |
| 30D | +11.3% | -4.5% | +15.7% | +11.7% |
| 3M | +3.2% | +10.2% | -7.0% | -1.1% |
| 6M | +157.0% | -37.2% | +194.2% | +180.0% |
| YTD | +229.2% | -30.2% | +259.4% | +244.1% |
| 1Y | +381.8% | -44.8% | +426.6% | +438.3% |
| 3Y | +1,383.2% | -65.5% | +1,448.7% | +1,730.2% |
| 5Y | +1,144.9% | -81.8% | +1,226.7% | +1,783.8% |
| 10Y | +3,676.0% | -45.8% | +3,721.8% | +3,559.2% |
| All | +9,351.4% | +316.4% | +9,035.0% | +3,572.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling