-40.8%
SOFI vs CHTR
-46.1%
+5.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.7% | -2.0% | +2.9% |
| 7D | +1.4% | +14.1% | -12.7% | -0.3% |
| 30D | +9.2% | +11.6% | -2.4% | +7.5% |
| 3M | -7.1% | -21.4% | +14.4% | -5.4% |
| 6M | +7.3% | -27.3% | +34.6% | +9.9% |
| YTD | -33.6% | -42.4% | +8.8% | -30.3% |
| 1Y | -40.8% | -45.6% | +4.7% | -35.2% |
| All | -40.8% | -46.1% | +5.2% | -35.2% |
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