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Held by 110 of 2,417 reporting institutions (91th percentile) — extremely crowded.
Data as of Q3 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
What the company returns to shareholders — and whether it's covered by cash.
The dividend is comfortably covered — only 16% of free cash flow, leaving room to grow it and fund buybacks. Last year: $317.8M dividends + $364.9M buybacks = $682.6M returned on $2.04B FCF.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A balanced mix of reinvestment and shareholder returns.
Modest payoff on reinvested capital. Current ROIC on all capital: 0%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Coverage is adequate but not comfortable. Effective rate ~5.4% on $1.48B of debt.
Cash vs short-term debt unavailable.
Mostly long-term debt (balance-sheet current vs non-current split). A year-by-year maturity schedule wasn't disclosed for this issuer.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Educational — not a recommendation.
EOD close · as of 2026-10-29
How a revenue dollar becomes profit — FY2025
Dividends and buybacks are cash paid out, shown here against the same year's profit for scale — not funded from it. This year they exceeded net income, so the ribbons are capped at earnings and understate what was actually returned.
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2019 | FY2018 | FY2017 | FY2016 | FY2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.88B 100.0% | $5.25B 100.0% | $3.90B 100.0% | $3.65B 100.0% | $1.58B 100.0% | $1.93B 100.0% | $2.32B 100.0% | $1.29B 100.0% | $704.7M 100.0% | — |
| Cost of Revenue | $975.1M 20.0% | $1.41B 26.9% | $761.3M 19.5% | — | — | — | — | — | — | — |
| Selling, General & Admin | $126.3M 2.6% | $205.6M 3.9% | $126.3M 3.2% | $209.3M 5.7% | $80.7M 5.1% | $128.6M 6.7% | $121.3M 5.2% | $91.8M 7.1% | $89.3M 12.7% | $89.5M |
| Total Operating Expenses | $4.69B 96.1% | $4.17B 79.4% | $2.62B 67.3% | $2.07B 56.7% | $993.3M 62.9% | $2.02B 104.4% | $2.23B 96.1% | $1.15B 89.0% | $834.2M 118.4% | $903.9M |
| Operating Income | $197.4M 4.0% | $1.10B 20.9% | $1.27B 32.7% | $1.58B 43.4% | $809.4M 51.2% | -$90.2M -4.7% | $119.0M 5.1% | $144.0M 11.1% | -$130.8M -18.6% | -$114.2M |
| Interest Expense | $80.2M 1.6% | $56.5M 1.1% | $28.6M 0.7% | $29.3M 0.8% | $30.8M 1.9% | $159.3M 8.2% | $159.1M 6.9% | $146.8M 11.3% | $140.3M 19.9% | $149.6M |
| Other Income (Expense), net | $46.1M 0.9% | $12.4M 0.2% | $65.8M 1.7% | -$200.2M -5.5% | -$621.5M -39.3% | -$260.7M -13.5% | -$144.4M -6.2% | -$219.8M -17.0% | -$240.7M -34.2% | $57.8M |
| Pretax Income | $243.5M 5.0% | — | — | — | $188.0M 11.9% | -$350.9M -18.2% | -$25.3M -1.1% | -$75.9M -5.9% | -$371.6M -52.7% | -$56.4M |
| Income Tax Expense | $199.0M 4.1% | $263.8M 5.0% | $315.2M 8.1% | -$46.9M -1.3% | -$973K -0.1% | -$32.7M -1.7% | -$5.8M -0.3% | -$203.3M -15.7% | -$128.5M -18.2% | -$16.1M |
| Net Income | $44.5M 0.9% | $848.6M 16.2% | $1.02B 26.3% | $1.86B 50.9% | $319.6M 20.2% | -$128.2M -6.6% | -$35.3M -1.5% | $123.8M 9.6% | -$243.0M -34.5% | -$40.2M |
| Per Share | ||||||||||
| EPS (Basic) | $0.74 | $16.32 | $24.59 | $60.86 | $16.15 | -$0.41 | -$0.11 | $0.53 | -$1.32 | -$0.31 |
| EPS (Diluted) | $0.74 | $16.02 | $23.51 | $57.55 | $15.48 | -$0.41 | -$0.11 | $0.52 | -$1.32 | -$0.31 |
| Weighted Avg Shares (Basic) | 57.8M | 51.8M | 41.5M | 30.5M | 19.8M | 315.0M | 307.5M | 235.0M | 183.6M | 130.2M |
| Weighted Avg Shares (Diluted) | 57.9M | 52.7M | 43.4M | 32.3M | 20.6M | 315.0M | 307.5M | 237.9M | 183.6M | 130.2M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Ranked against 18 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-09-30.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DVN | $56.3B | 12.3× | — | 3.3× | 7.8% | — | 15.4% | 17.0% | 11.0% | — | 451 |
| EQT | $34.1B | 16.5× | 7.2× | 4.0× | 63.9% | 82.3% | 23.6% | 8.6% | 6.5% | 1.3× | 277 |
| PR | $21.4B | 20.0× | — | 4.2× | 1.3% | — | 18.5% | 9.1% | 6.8% | — | 151 |
| EXE | $20.9B | 11.9× | 4.6× | 1.7× | 186% | — | 15.0% | 9.8% | 7.7% | 0.8× | 206 |
| OVV | $19.8B | 15.0× | 7.5× | 2.2× | -2.7% | — | 13.9% | 11.1% | 7.6% | 1.6× | 148 |
| AR | $12.7B | 20.3× | 8.6× | 2.4× | 22.0% | — | 12.8% | 8.9% | 7.5% | 0.9× | 137 |
| RRC | $12.6B | 19.7× | — | 4.0× | 28.9% | 94.0% | 21.1% | 15.2% | 11.9% | — | 124 |
| SM | $9.4B | 7.0× | — | 3.0× | 17.2% | — | 20.5% | 13.5% | 13.5% | — | 107 |
| CHRD | $8.4B | 207.6× | 5.8× | 1.7× | -7.1% | 80.0% | 0.9% | 0.6% | 0.5% | 0.8× | 110 |
| MTDR | $7.4B | 9.8× | 4.5× | 2.0× | 5.5% | 94.4% | 20.5% | 13.4% | 8.4% | 1.4× | 95 |
| MGY | $7.1B | — | 8.2× | 5.4× | -0.3% | — | 24.8% | 16.3% | 13.6% | 0.1× | 83 |
| MUR | $6.1B | 59.5× | 5.5× | 2.3× | -10.2% | 100% | 3.8% | 2.0% | 1.6% | 0.7× | 97 |
| CNX | $5.4B | 9.2× | 5.4× | 2.4× | 76.8% | — | 28.3% | 14.6% | 9.4% | 1.6× | 73 |
| CRC | $4.9B | 13.2× | 5.4× | 1.3× | 14.7% | — | 9.9% | 9.9% | 7.3% | 1.0× | 67 |
| CRK | $4.3B | 10.2× | 5.5× | 1.9× | 77.0% | — | 17.8% | 14.9% | 7.3% | 2.2× | 62 |
| PARR | $3.7B | 10.2× | 6.3× | 0.5× | -6.4% | — | 4.9% | 24.4% | 16.0% | 0.9× | 94 |
| TALO | $3.0B | — | 7.7× | 1.7× | -9.8% | — | -27.8% | -22.8% | -14.6% | 1.7× | 66 |
| NOG | $3.0B | 71.3× | — | 1.2× | 11.2% | 80.9% | 1.6% | 1.8% | 0.9% | — | 69 |
| GPOR | $2.9B | 7.7× | 4.1× | 2.0× | 48.5% | 74.8% | 30.1% | 23.3% | 16.3% | 0.9× | 52 |
Peers = companies sharing CHRD's sector (Crude Petroleum & Natural Gas) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
Solve the discounted cash flow backwards, then stress-test the assumptions.
Average free cash flow across the last 3 positive fiscal years (FY2023, FY2024, FY2025). Smooths the cycle. Stock compensation is NOT charged — it is added back inside operating cash flow.
To be worth $153.63 today, the market must believe free cash flow compounds -16.3%/yr for a decade (off $1.99B on the 3-yr avg basis).
On the basis ($1.95B) the requirement is -16.1%/yr. Shares issued to employees are added back in operating cash flow, so this basis treats them as free.
The market's -16.3% is more conservative than its 9-yr track record.
Default is 7.5% — this company's computed cost of capital (computed WACC), the same rate the Analysis tab discounts at.
2-stage DCF · 0.05B shares (market data) · net debt $1.29B
Today's price is outside this grid at every discount rate shown — the assumptions it requires lie beyond the plotted range, which is itself the finding.
mean 32.4% · volatility σ 60% · implied rate exceeded in 8/9 yrs
Central path = implied -16.3%/yr growth; shaded band = ±1σ (60%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
Last reported position per insider, carried forward. Steps can be a holding disclosed for the first time rather than a trade.
| Date | Insider | What it was | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-01 | 2 co-filers Group filing | Open-market sale | 6,250 | $149.74 | $936k |
| 2026-09-01 | 2 co-filers Group filing | Open-market sale | 3,500 | $150.30 | $526k |
| 2026-08-21 | 4 co-filers President and CEO | Open-market sale | 656 | $150.12 | $98k |
| 2026-08-20 | 4 co-filers President and CEO |
Every row is classified by what it MEANT, not by its SEC code. A code is not a meaning: code P (“purchase”) also covers dividend reinvestment and employee stock purchase plans, and code S (“sale”) also covers 10b5-1 plan sales scheduled months earlier and option exercises sold the same day.
Across 30 days of all filings, $5.08bn of insider selling contained $3.50bn of plan sales and $0.46bn of exercise-and-sell. Only 29% was discretionary. Reading an unclassified feed badly overstates how much insiders decided.
Buys and sales are counted separately and never netted. They are different decisions by different people; a company where one officer bought while another sold is not “neutral”.
The holding line carries each insider's last reported position forward, so it shows the total held rather than a sawtooth of whoever traded that day. It covers only insiders who filed in the window.
“Filed late” counts calendar days past the two-business-day deadline with five days' grace, so a Thursday or Friday trade crossing a weekend is never flagged. It describes the company's filing discipline, not the trade.
Insider activity is descriptive. Nothing here is investment advice.
| 6,120 |
| $150.65 |
| $922k |
| 2026-08-20 | 4 co-filers President and CEO | Open-market sale | 4,102 | $151.66 | $622k |
| 2026-08-20 | 4 co-filers President and CEO | Open-market sale | 2,826 | $152.34 | $431k |
| 2026-08-11 | Kinney Shannon Browning EVP, CAO, GC & Corp Secretary | Open-market sale | 4,019 | $140.00 | $563k |
| 2026-08-10 | 2 co-filers Group filing | Open-market sale | 1,100 | $135.56 | $149k |
| 2026-08-10 | 2 co-filers Group filing | Open-market sale | 1,100 | $137.08 | $151k |
| 2026-08-07 | Brooks Douglas E Director | Open-market sale | 8,000 | $133.14 | $1.1m |
| 2026-08-01 | Kinney Shannon Browning EVP, CAO, GC & Corp Secretary | Tax withholding | 2,609 | $140.38 | $366k |
| 2026-07-23 | Lou Michael H EVP, CSO, and CCO | Open-market sale | 10,000 | $140.42 | $1.4m |
| 2026-06-15 | Dundas Ian C Director | Gift | 72,171 | $0.00 | $0 |
| 2026-05-15 | Henke Darrin J. EVP and COO | Open-market sale | 1,276 | $145.97 | $186k |
| 2026-05-11 | 3 co-filers Group filing | Open-market sale | 1,500 | $138.57 | $208k |
| 2026-05-08 | 3 co-filers Group filing | Open-market sale | 3,500 | $136.71 | $478k |
| 2026-05-07 | 3 co-filers Group filing | Open-market sale | 3,000 | $137.79 | $413k |
| 2026-04-29 | Polzin Ward Director | Grant | 1,524 | — | — |
| 2026-04-29 | Foulkes Hilary A Director | Grant | 1,524 | — | — |
| 2026-04-29 | Dundas Ian C Director | Grant | 1,524 | — | — |
| 2026-04-29 | Mckinney Samantha Director | Grant | 1,524 | — | — |
| 2026-04-29 | Taylor Anne Director | Grant | 1,524 | — | — |
| 2026-04-29 | Brooks Douglas E Director | Grant | 1,524 | — | — |
| 2026-04-29 | Woung-Chapman Marguerite Director | Grant | 1,524 | — | — |
| 2026-04-29 | Sheets Jeffrey Wayne Director | Grant | 1,524 | — | — |
| 2026-04-29 | Mccarthy Kevin S Director | Grant | 1,524 | — | — |
| 2026-04-29 | Cunningham Susan M Director | Grant | 2,134 | — | — |
| 2026-03-13 | Robuck Richard N EVP, CFO and Treasurer | Open-market sale | 5,000 | $121.75 | $609k |
| 2026-03-12 | 2 co-filers EVP, CSO, and CCO | Open-market sale | 14,503 | $125.44 | $1.8m |
| 2026-03-12 | 2 co-filers EVP, CSO, and CCO | Open-market sale | 497 | $126.28 | $63k |
| 2026-03-06 | Brooks Douglas E Director | Open-market sale | 2,126 | $120.28 | $256k |
| 2026-03-04 | Robuck Richard N EVP, CFO and Treasurer | Tax withholding | 560 | $112.34 | $63k |
| 2026-03-03 | Kinney Shannon Browning EVP, CAO, GC & Corp Secretary | Open-market sale | 1,801 | $114.36 | $206k |
| 2026-03-03 | Kroll Lara J SVP & Chief Accounting Officer | Open-market sale | 5,000 | $113.66 | $568k |
| 2026-02-20 | Kroll Lara J SVP & Chief Accounting Officer | Tax withholding | 193 | $104.99 | $20k |
| 2026-02-20 | Kinney Shannon Browning EVP, CAO, GC & Corp Secretary | Tax withholding | 509 | $104.99 | $53k |
| 2026-02-20 | Brown Daniel E President and CEO | Tax withholding | 1,353 | $104.99 | $142k |
| 2026-02-20 | Lou Michael H EVP, CSO, and CCO | Tax withholding | 679 | $104.99 | $71k |
| 2026-02-20 | Henke Darrin J. EVP and COO | Tax withholding | 642 | $104.99 | $67k |
| 2026-02-01 | Henke Darrin J. EVP and COO | Tax withholding | 215 | $100.24 | $22k |
EOD close · as of 2026-10-29
Where each multiple sits in its own 13-yr range · 84th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 13-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
ROE 1% against ROIC 0% — 0% of the return on equity comes from leverage and buybacks rather than from the operating business.
What the company owes vs. what it holds
This shows debt/cash structure and net leverage. The year-by-year maturity schedule is on the Debt & Leverage tab.
Latest year: profit growth vs revenue growth
High operating leverage: profit moved 11.5× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2017 | FY2018 | FY2019 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | — | — | — | — | — | 19.5 | 26.9 | 20.0 |
| SG&A | 7.1 | 5.2 | 6.7 | 5.1 | 5.7 | 3.2 | 3.9 | 2.6 |
| Operating Income | 11.1 | 5.1 | -4.7 | 51.2 | 43.4 | 32.7 | 20.9 | 4.0 |
| Income Tax | -15.7 | -0.3 | -1.7 | -0.1 | -1.3 | 8.1 | 5.0 | 4.1 |
| Net Income | 9.6 | -1.5 | -6.6 | 20.2 | 50.9 | 26.3 | 16.2 | 0.9 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on CHRD: price, valuation and headline fundamentals from SEC filings. The four questions at the top of the page are where the judgements live.
Earns -6.03pts against its cost of capital — capital is being consumed, not created.
| Period | ROIC | Cost of capital | Spread |
|---|---|---|---|
| FY2018 | 1.3% | 7.5% (today's — no rate published for this year) | -6.2pts |
| FY2019 | -1.0% | 7.5% (today's — no rate published for this year) | -8.5pts |
| FY2021 | 43.6% | 5.8% | 37.8pts |
| FY2022 | 24.2% | 8.5% | 15.7pts |
| FY2023 | 16.9% | 7.7% | 9.2pts |
| FY2024 | 8.0% | 7.9% | 0.1pts |
| FY2025 | 1.4% | 8.5% | -7.0pts |
| Now | 0.5% | 7.5% | -7.1pts |
| Fiscal year | Gross margin | Operating margin | Net margin |
|---|---|---|---|
| FY2016 | not reported | -18.6% | -34.5% |
| FY2017 | not reported | 11.1% | 9.6% |
| FY2018 | not reported | 5.1% | -1.5% |
| FY2019 | not reported | -4.7% | -6.6% |
| FY2021 | not reported | 51.2% | 20.2% |
| FY2022 | not reported | 43.4% | 50.9% |
| FY2023 | 80.5% | 32.7% | 26.3% |
| FY2024 | 73.1% | 20.9% | 16.2% |
| FY2025 | 80.0% | 4.0% | 0.9% |
Return on equity (1%) and return on invested capital (0%) are within a couple of points in FY2025, so the headline return is the operating return — there is no meaningful leverage effect to strip out.
Margins have compressed 4 years running even as the spread stayed positive.
Converts 10.81x of reported profit into free cash flow over 5 years, with accruals negative.
Capex has been below depreciation for 7 consecutive years (0.00x on average over the last 5). Spending less than the asset base is consuming flatters free cash flow now and defers the cost — though depreciation also covers amortisation of acquired intangibles, which capex is not meant to replace.
Stressed coverage of 1.7x sits between comfortable and thin.
| EBITDA decline | Interest coverage |
|---|---|
| 0% | 2.46x |
| 5% | 2.34x |
| 10% | 2.22x |
| 15% | 2.09x |
| 20% | 1.97x |
| 25% | 1.85x |
| 30% | 1.72x |
| 35% | 1.60x |
| 40% | 1.48x |
| 45% | 1.35x |
| 50% | 1.23x |
| 55% | 1.11x |
| 60% | 0.99x |
Balance sheet at 2025-12-31. Undrawn revolving credit is not shown: the tag is collected but not yet mapped through to the API.
The maturity schedule is not part of this verdict — its filing anchor is often older than the balance sheet it sits beside, so a wall inside 24 months may not be visible here.
At $153.63, free cash flow must compound -16.3%/yr for 10 years. It has done 12.69%/yr over 6 years, though across a reporting-basis change.
| Fiscal year | FCF growth | Price requires |
|---|---|---|
| FY2019 | −10.4% | −16.3% |
| FY2021 | 2.4% | −16.3% |
| FY2022 | 110.5% | −16.3% |
| FY2023 | −5.4% | −16.3% |
| FY2024 | 15.2% | −16.3% |
| FY2025 | −2.7% | −16.3% |
The percentile ranks the FISCAL-YEAR point, because the distribution behind each strip is built from fiscal-year closes — ranking a TTM figure inside it would compare two different bases. TTM basis: TTM.
The achieved growth rate spans a reporting-basis change in FY2019, so part of it measures the restatement rather than the business.
| Step | Amount | Running total |
|---|---|---|
| Net income | $44M | $44M |
| Share-based comp | $26M | $70M |
| Other non-cash & working capital | $1.97B | $2.04B |
| Operating cash flow | $2.04B | $2.04B |
| Capex | $0 | $2.04B |
| Free cash flow | $2.04B | $2.04B |
| FCF after SBC | $2.01B | $2.01B |
| Fiscal year | Revenue growth | Receivables growth | Gap |
|---|---|---|---|
| FY2019 | -16.9% | -4.2% | 12.6 points |
| FY2021 | -18.2% | 1.6% | 19.8 points |
| FY2022 | 130.8% | 107.3% | -23.6 points |
| FY2023 | 6.8% | 20.6% | 13.8 points |
| FY2024 | 34.8% | 37.7% | 3.0 points |
| FY2025 | -7.1% | -14.0% | -6.9 points |
| Fiscal year | DSO | DIO | DPO | Cash conversion cycle |
|---|---|---|---|---|
| FY2018 | 60.9 days | not reported | not reported | not reported |
| FY2019 | 70.2 days | not reported | not reported | not reported |
| FY2021 | 87.1 days | not reported | not reported | not reported |
| FY2022 | 78.2 days | not reported | not reported | not reported |
| FY2023 | 88.3 days | 34.8 days | 16.5 days | 106.6 days |
| FY2024 | 90.3 days | 24.4 days | 17.8 days | 96.9 days |
| FY2025 | 83.6 days | 43.3 days | 15.6 days | 111.2 days |
| Fiscal year | Accruals / assets |
|---|---|
| FY2018 | -13.5 percent |
| FY2019 | -13.6 percent |
| FY2021 | -19.6 percent |
| FY2022 | -1.0 percent |
| FY2023 | -11.5 percent |
| FY2024 | -9.6 percent |
| FY2025 | -15.3 percent |
Below the line, the asset base is being consumed faster than it is replaced.
Below the line for 7 consecutive years to the latest.
Depreciation here includes amortisation of acquired intangibles — goodwill written down over time, customer lists, acquired technology. Capex does not replace those and is not meant to, so an acquisitive or asset-light company sits below 1.0 permanently and correctly. The signal is cleanest for capital-intensive businesses, where the two measure the same physical base. For that reason this informs the earnings-quality verdict but never caps it.
SBC is added back inside operating cash flow, so reported free cash flow treats shares issued to employees as free. Percent of revenue says how expensive the payroll is; percent of operating cash flow says how much of the cash exists only because the charge was added back. The buyback offset is buybacks over SBC — below 1.0 the repurchase does not cover the shares issued.
Figures are the latest fiscal year (FY2025) from the company's own filings, not a trailing-twelve-month window — Q2 reads fiscal years throughout so the cash-conversion ratios and these share one basis. A blank is a line the filer did not report; it is never read as zero.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.