+76.1%
XBI vs CHTR
-41.9%
+118.0%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | +0.9% | -1.1% | +1.9% | +0.9% |
| 30D | +7.1% | -0.8% | +7.8% | +7.0% |
| 3M | +22.9% | +17.8% | +5.1% | +21.7% |
| 6M | +29.7% | -34.5% | +64.2% | +32.2% |
| YTD | +34.5% | -27.2% | +61.7% | +36.0% |
| 1Y | +76.1% | -41.4% | +117.5% | +81.8% |
| All | +76.1% | -41.9% | +118.0% | +81.8% |
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