+155.0%
HPE vs CHTR
-44.4%
+199.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +3.7% | +8.7% | +12.5% |
| 7D | +19.4% | -4.1% | +23.5% | +19.5% |
| 30D | +5.6% | -3.0% | +8.6% | +5.7% |
| 3M | +33.1% | +4.8% | +28.3% | +32.7% |
| 6M | +192.5% | -35.0% | +227.5% | +205.5% |
| YTD | +160.9% | -30.2% | +191.1% | +166.9% |
| 1Y | +155.0% | -44.8% | +199.7% | +182.9% |
| All | +155.0% | -44.4% | +199.3% | +182.9% |
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