+357.4%
SOXL vs CHTR
-41.9%
+399.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.4% | +9.5% | +10.1% |
| 7D | +5.3% | -1.1% | +6.4% | +4.7% |
| 30D | -11.2% | -0.8% | -10.4% | -10.5% |
| 3M | -55.4% | +17.8% | -73.1% | -49.7% |
| 6M | +107.1% | -34.5% | +141.6% | +102.6% |
| YTD | +179.0% | -27.2% | +206.2% | +182.8% |
| 1Y | +357.4% | -41.4% | +398.8% | +432.2% |
| All | +357.4% | -41.9% | +399.3% | +432.2% |
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