+27.4%
WMT vs CHTR
-46.1%
+73.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.7% | -2.2% | +3.1% |
| 7D | +8.8% | +14.1% | -5.3% | +7.9% |
| 30D | +22.9% | +11.6% | +11.4% | +22.1% |
| 3M | +16.1% | -21.4% | +37.5% | +17.4% |
| 6M | -0.5% | -27.3% | +26.8% | +0.9% |
| YTD | +16.7% | -42.4% | +59.1% | +18.5% |
| 1Y | +27.4% | -45.6% | +72.9% | +30.4% |
| All | +27.4% | -46.1% | +73.4% | +30.4% |
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 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