+52.5%
SOXX vs CHTR
-46.1%
+98.6%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +5.7% | -8.8% | -2.0% |
| 7D | -13.7% | +14.1% | -27.8% | -11.3% |
| 30D | -23.6% | +11.6% | -35.2% | -21.7% |
| 3M | -16.9% | -21.4% | +4.6% | -19.2% |
| 6M | -2.4% | -27.3% | +24.9% | -4.2% |
| YTD | +49.8% | -42.4% | +92.2% | +45.5% |
| 1Y | +52.5% | -45.6% | +98.1% | +49.9% |
| All | +52.5% | -46.1% | +98.6% | +49.9% |
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 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