+78.2%
HBAN vs CHTR
-65.7%
+143.9%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | +0.1% |
| 7D | -1.0% | -4.1% | +3.1% | -0.4% |
| 30D | -5.6% | -3.0% | -2.6% | -5.4% |
| 3M | -1.1% | +4.8% | -5.9% | -2.7% |
| 6M | +9.9% | -35.0% | +44.9% | +16.7% |
| YTD | -0.9% | -30.2% | +29.2% | +3.3% |
| 1Y | -1.4% | -44.8% | +43.4% | +8.0% |
| 3Y | +78.2% | -66.6% | +144.8% | +116.0% |
| All | +78.2% | -65.7% | +143.9% | +116.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling