+13.0%
XOM vs CHTR
-36.8%
+49.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.0% | -4.4% | +0.7% |
| 7D | +1.9% | -7.1% | +9.0% | +1.7% |
| 30D | +4.1% | -10.9% | +14.9% | +4.0% |
| 3M | +10.4% | +2.0% | +8.4% | +10.5% |
| 6M | +13.0% | -35.9% | +48.9% | +14.2% |
| All | +13.0% | -36.8% | +49.8% | +14.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling