-45.6%
CHTR vs DOCS
-47.4%
+1.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +6.3% | -0.7% | +5.6% |
| 7D | +14.1% | +1.2% | +12.9% | +14.0% |
| 30D | +11.6% | +21.3% | -9.7% | +11.5% |
| 3M | -21.4% | +58.4% | -79.8% | -20.8% |
| 6M | -27.3% | +39.3% | -66.6% | -26.7% |
| YTD | -42.4% | -21.7% | -20.7% | -41.4% |
| 1Y | -45.6% | -47.3% | +1.8% | -42.9% |
| All | -45.6% | -47.4% | +1.9% | -42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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