-45.6%
CHTR vs HUBB
-4.0%
-41.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.5% | +8.1% | +5.3% |
| 7D | +14.1% | +0.2% | +13.9% | +14.1% |
| 30D | +11.6% | -8.8% | +20.4% | +10.5% |
| 3M | -21.4% | -12.5% | -9.0% | -22.6% |
| 6M | -27.3% | -14.5% | -12.7% | -28.3% |
| YTD | -42.4% | -0.4% | -42.0% | -46.2% |
| 1Y | -45.6% | -3.4% | -42.1% | -48.1% |
| All | -45.6% | -4.0% | -41.6% | -48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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