+113.9%
SOXX vs CHTR
-41.9%
+155.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.4% | +3.1% | +3.6% |
| 7D | +2.2% | -1.1% | +3.3% | +2.1% |
| 30D | -2.0% | -0.8% | -1.3% | -1.9% |
| 3M | -13.7% | +17.8% | -31.5% | -10.7% |
| 6M | +52.4% | -34.5% | +86.9% | +50.0% |
| YTD | +72.8% | -27.2% | +100.0% | +72.2% |
| 1Y | +113.9% | -41.4% | +155.3% | +123.1% |
| All | +113.9% | -41.9% | +155.8% | +123.1% |
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