-82.1%
CHTR vs BIL
+19.4%
-101.6%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | 0.0% | +5.0% | +5.0% |
| 7D | -7.1% | +0.1% | -7.2% | -7.3% |
| 30D | -10.9% | +0.3% | -11.1% | -11.5% |
| 3M | +2.0% | +0.9% | +1.1% | -0.8% |
| 6M | -35.9% | +1.8% | -37.7% | -39.7% |
| YTD | -32.7% | +2.5% | -35.1% | -38.2% |
| 1Y | -46.6% | +3.7% | -50.2% | -53.1% |
| 3Y | -66.7% | +14.1% | -80.8% | -75.5% |
| 5Y | -82.1% | +19.4% | -101.6% | -85.6% |
| All | -82.1% | +19.4% | -101.6% | -85.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 5y: compounded portfolio wealth divided by compounded BIL 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…
5y analysis · Full analysis span regression · 6 months rolling