-79.5%
CHTR vs DOCS
-40.7%
-38.8%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -7.3% | +3.2% | -3.5% |
| 7D | -0.3% | -7.3% | +7.0% | +0.3% |
| 30D | -4.5% | -10.9% | +6.4% | -3.7% |
| 3M | +10.2% | +20.3% | -10.1% | +8.2% |
| 6M | -37.2% | -3.6% | -33.6% | -37.6% |
| YTD | -30.2% | -44.9% | +14.7% | -27.4% |
| 1Y | -44.8% | -64.9% | +20.1% | -40.3% |
| 3Y | -65.5% | +7.6% | -73.1% | -67.9% |
| 5Y | -81.8% | -74.0% | -7.8% | -82.3% |
| All | -79.5% | -40.7% | -38.8% | -80.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling