+21.3%
HPQ vs CHTR
-46.1%
+67.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +5.7% | +0.2% | +4.7% |
| 7D | -7.8% | +14.1% | -21.9% | -10.4% |
| 30D | -4.9% | +11.6% | -16.5% | -7.2% |
| 3M | +4.9% | -21.4% | +26.3% | +9.2% |
| 6M | +47.1% | -27.3% | +74.3% | +54.5% |
| YTD | +39.5% | -42.4% | +81.9% | +48.6% |
| 1Y | +21.3% | -45.6% | +66.8% | +35.5% |
| All | +21.3% | -46.1% | +67.3% | +35.5% |
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