-91.6%
SOXS vs CHTR
-46.1%
-45.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +5.7% | +3.1% | +5.4% |
| 7D | +46.7% | +14.1% | +32.6% | +36.8% |
| 30D | +97.0% | +11.6% | +85.4% | +86.1% |
| 3M | +39.5% | -21.4% | +61.0% | +56.8% |
| 6M | -54.9% | -27.3% | -27.7% | -49.4% |
| YTD | -90.4% | -42.4% | -48.0% | -88.8% |
| 1Y | -91.6% | -45.6% | -46.1% | -90.5% |
| All | -91.6% | -46.1% | -45.6% | -90.5% |
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