PortfoliosLab logoPortfoliosLab logo
LLYVA vs. CHTR
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

LLYVA vs. CHTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Liberty Media Corporation Series A Liberty Live Common Stock (LLYVA) and Charter Communications, Inc. (CHTR). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, LLYVA achieves a 11.88% return, which is significantly higher than CHTR's -38.20% return.


LLYVA

1D
-4.28%
1M
-0.92%
YTD
11.88%
6M
1Y
3Y*
5Y*
10Y*

CHTR

1D
-8.03%
1M
-21.97%
YTD
-38.20%
6M
-35.48%
1Y
-66.99%
3Y*
-26.83%
5Y*
-28.34%
10Y*
-5.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LLYVA vs. CHTR - Yearly Performance Comparison


Correlation

The correlation between LLYVA and CHTR is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 17, 2025

0.16

Fundamentals

EPS

LLYVA:

-$0.19

CHTR:

$38.46

PS Ratio

LLYVA:

2.88

CHTR:

0.32

Total Revenue (TTM)

LLYVA:

$2.18B

CHTR:

$54.64B

Gross Profit (TTM)

LLYVA:

$825.52M

CHTR:

$23.64B

EBITDA (TTM)

LLYVA:

$551.52M

CHTR:

$20.40B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

LLYVA vs. CHTR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LLYVA

CHTR
CHTR Risk / Return Rank: 22
Overall Rank
CHTR Sharpe Ratio Rank: 11
Sharpe Ratio Rank
CHTR Sortino Ratio Rank: 11
Sortino Ratio Rank
CHTR Omega Ratio Rank: 11
Omega Ratio Rank
CHTR Calmar Ratio Rank: 22
Calmar Ratio Rank
CHTR Martin Ratio Rank: 55
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LLYVA vs. CHTR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Liberty Media Corporation Series A Liberty Live Common Stock (LLYVA) and Charter Communications, Inc. (CHTR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

LLYVA vs. CHTR - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


LLYVACHTRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.38

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.73

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.79

0.26

+0.53

Drawdowns

LLYVA vs. CHTR - Drawdown Comparison

The maximum LLYVA drawdown since its inception was -12.08%, smaller than the maximum CHTR drawdown of -84.29%. Use the drawdown chart below to compare losses from any high point for LLYVA and CHTR.


Loading charts...

Drawdown Indicators


LLYVACHTRDifference

Max Drawdown

Largest peak-to-trough decline

-12.08%

-84.29%

+72.21%

Max Drawdown (1Y)

Largest decline over 1 year

-69.15%

Max Drawdown (3Y)

Largest decline over 3 years

-71.69%

Max Drawdown (5Y)

Largest decline over 5 years

-84.29%

Max Drawdown (10Y)

Largest decline over 10 years

-84.29%

Current Drawdown

Current decline from peak

-7.42%

-84.29%

+76.87%

Average Drawdown

Average peak-to-trough decline

-3.29%

-20.61%

+17.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

44.12%

Volatility

LLYVA vs. CHTR - Volatility Comparison


Loading charts...

Volatility by Period


LLYVACHTRDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.89%

Volatility (6M)

Calculated over the trailing 6-month period

42.14%

Volatility (1Y)

Calculated over the trailing 1-year period

32.88%

48.59%

-15.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.88%

39.02%

-6.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.88%

34.11%

-1.23%

Dividends

LLYVA vs. CHTR - Dividend Comparison

Neither LLYVA nor CHTR has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

LLYVA vs. CHTR - Financials Comparison

This section allows you to compare key financial metrics between Liberty Media Corporation Series A Liberty Live Common Stock and Charter Communications, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.002.00B4.00B6.00B8.00B10.00B12.00B14.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
711.00M
13.60B
(LLYVA) Total Revenue
(CHTR) Total Revenue
Values in USD except per share items

LLYVA vs. CHTR - Profitability Comparison

The chart below illustrates the profitability comparison between Liberty Media Corporation Series A Liberty Live Common Stock and Charter Communications, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
41.9%
40.0%
Portfolio components
LLYVA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Liberty Media Corporation Series A Liberty Live Common Stock reported a gross profit of 298.00M and revenue of 711.00M. Therefore, the gross margin over that period was 41.9%.

CHTR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Charter Communications, Inc. reported a gross profit of 5.43B and revenue of 13.60B. Therefore, the gross margin over that period was 40.0%.

LLYVA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Liberty Media Corporation Series A Liberty Live Common Stock reported an operating income of 64.00M and revenue of 711.00M, resulting in an operating margin of 9.0%.

CHTR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Charter Communications, Inc. reported an operating income of 3.21B and revenue of 13.60B, resulting in an operating margin of 23.6%.

LLYVA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Liberty Media Corporation Series A Liberty Live Common Stock reported a net income of 57.00M and revenue of 711.00M, resulting in a net margin of 8.0%.

CHTR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Charter Communications, Inc. reported a net income of 1.36B and revenue of 13.60B, resulting in a net margin of 10.0%.


Frequently Asked Questions


LLYVA and CHTR have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for LLYVA and CHTR

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer