+116.4%
HPE vs CHTR
-46.1%
+162.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +5.7% | -11.3% | -5.2% |
| 7D | -17.0% | +14.1% | -31.1% | -16.1% |
| 30D | -26.7% | +11.6% | -38.3% | -26.0% |
| 3M | -4.1% | -21.4% | +17.3% | -3.7% |
| 6M | +75.4% | -27.3% | +102.7% | +78.9% |
| YTD | +111.0% | -42.4% | +153.4% | +116.2% |
| 1Y | +116.4% | -45.6% | +162.0% | +125.5% |
| All | +116.4% | -46.1% | +162.5% | +125.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling