+295.4%
CHTR vs BIL
+25.8%
+269.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.3% | +4.4% |
| 7D | +17.2% | +0.1% | +17.1% | +17.5% |
| 30D | +31.6% | +0.3% | +31.3% | +33.0% |
| 3M | -11.6% | +1.0% | -12.5% | -9.1% |
| 6M | -3.3% | +1.9% | -5.1% | +2.0% |
| YTD | -33.7% | +3.2% | -36.9% | -28.0% |
| 1Y | -32.4% | +3.7% | -36.1% | -25.7% |
| 3Y | -65.9% | +13.8% | -79.8% | -52.4% |
| 5Y | -79.9% | +20.3% | -100.2% | -67.3% |
| 10Y | -49.2% | +26.2% | -75.4% | -8.1% |
| All | +295.4% | +25.8% | +269.6% | +617.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling