+34,426.4%
TQQQ vs CHTR
+390.1%
+34,036.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.7% | -1.1% | -0.1% |
| 7D | -1.9% | -4.1% | +2.2% | +0.4% |
| 30D | -4.9% | -3.0% | -1.9% | -5.0% |
| 3M | -6.4% | +4.8% | -11.2% | -14.8% |
| 6M | +44.4% | -35.0% | +79.4% | +72.7% |
| YTD | +35.2% | -30.2% | +65.3% | +47.7% |
| 1Y | +49.5% | -44.8% | +94.3% | +96.9% |
| 3Y | +250.7% | -66.6% | +317.3% | +525.5% |
| 5Y | +104.7% | -81.5% | +186.2% | +556.2% |
| 10Y | +3,029.5% | -44.8% | +3,074.4% | +4,072.6% |
| All | +34,426.4% | +390.1% | +34,036.2% | +7,509.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling