+790.0%
XBI vs CHTR
+316.5%
+473.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.7% | -4.1% | -1.5% |
| 7D | -4.6% | -4.1% | -0.6% | -3.6% |
| 30D | -2.0% | -3.0% | +1.0% | -1.7% |
| 3M | +17.8% | +4.8% | +13.0% | +14.3% |
| 6M | +23.7% | -35.0% | +58.7% | +36.0% |
| YTD | +28.2% | -30.2% | +58.4% | +36.6% |
| 1Y | +64.0% | -44.8% | +108.7% | +88.3% |
| 3Y | +99.4% | -66.6% | +166.0% | +159.1% |
| 5Y | +19.3% | -81.5% | +100.8% | +89.7% |
| 10Y | +158.7% | -44.8% | +203.5% | +164.5% |
| All | +790.0% | +316.5% | +473.5% | +344.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling