-80.0%
CHTR vs HAS
+48.2%
-128.3%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.8% | +5.1% | +4.6% |
| 7D | +17.2% | +1.4% | +15.8% | +16.7% |
| 30D | +31.6% | +26.3% | +5.3% | +20.8% |
| 3M | -11.6% | +25.6% | -37.2% | -18.6% |
| 6M | -3.3% | +30.3% | -33.5% | -12.5% |
| YTD | -33.7% | +50.4% | -84.1% | -43.3% |
| 1Y | -32.4% | +57.7% | -90.1% | -43.2% |
| 3Y | -65.9% | +213.4% | -279.3% | -79.1% |
| All | -80.0% | +48.2% | -128.3% | -84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 5y: compounded portfolio wealth divided by compounded HAS 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…
5y analysis · Full analysis span regression · 6 months rolling