+30.6%
UPS vs CHTR
-46.1%
+76.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +5.7% | -1.0% | +4.1% |
| 7D | +8.2% | +14.1% | -5.9% | +6.9% |
| 30D | +22.7% | +11.6% | +11.1% | +21.4% |
| 3M | +6.4% | -21.4% | +27.9% | +8.0% |
| 6M | +22.6% | -27.3% | +49.9% | +26.3% |
| YTD | +20.7% | -42.4% | +63.1% | +25.4% |
| 1Y | +30.6% | -45.6% | +76.2% | +39.6% |
| All | +30.6% | -46.1% | +76.7% | +39.6% |
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 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