-67.4%
CHTR vs IBB
+86.9%
-154.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.2% | -0.5% | -1.9% |
| 7D | +5.4% | +1.6% | +3.8% | +4.7% |
| 30D | +24.0% | +6.7% | +17.3% | +20.4% |
| 3M | -11.7% | +6.3% | -18.0% | -14.5% |
| 6M | -10.3% | +23.9% | -34.2% | -19.1% |
| YTD | -36.5% | +26.6% | -63.0% | -43.5% |
| 1Y | -37.7% | +29.6% | -67.4% | -45.4% |
| All | -67.4% | +86.9% | -154.3% | -79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 3y: compounded portfolio wealth divided by compounded IBB 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…
3y analysis · Full analysis span regression · 6 months rolling