-81.6%
CHTR vs SPXL
+141.8%
-223.4%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.4% | +1.3% | +3.1% |
| 7D | -4.1% | -2.5% | -1.6% | -3.4% |
| 30D | -3.0% | -4.2% | +1.3% | -1.8% |
| 3M | +4.8% | +8.1% | -3.3% | +2.2% |
| 6M | -35.0% | +35.6% | -70.6% | -41.0% |
| YTD | -30.2% | +28.8% | -59.0% | -35.9% |
| 1Y | -44.8% | +39.8% | -84.6% | -50.7% |
| 3Y | -66.6% | +221.4% | -287.9% | -77.9% |
| All | -81.6% | +141.8% | -223.4% | -88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXL.
Daily Out/Under-Performance
Portfolio return minus SPXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXL 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 SPXL 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