+71.0%
UBER vs CHTR
-64.0%
+135.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -8.1% | +5.3% | -0.3% |
| 7D | -7.0% | -15.8% | +8.8% | -2.1% |
| 30D | -8.9% | -12.7% | +3.7% | -5.4% |
| 3M | +1.0% | -1.1% | +2.1% | +0.4% |
| 6M | -3.7% | -39.9% | +36.2% | +9.0% |
| YTD | -13.0% | -35.9% | +22.9% | -4.5% |
| 1Y | -25.5% | -49.2% | +23.6% | -11.6% |
| 3Y | +50.5% | -68.3% | +118.8% | +103.5% |
| 5Y | +76.2% | -83.0% | +159.1% | +254.9% |
| All | +71.0% | -64.0% | +135.0% | +58.3% |
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