-41.4%
CHTR vs DOCU
-9.0%
-32.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.7% | -3.3% | -0.1% |
| 7D | -1.1% | +6.9% | -8.0% | -2.0% |
| 30D | -0.8% | +19.0% | -19.8% | -3.2% |
| 3M | +17.8% | +34.3% | -16.5% | +13.1% |
| 6M | -34.5% | +48.0% | -82.5% | -37.6% |
| YTD | -27.2% | 0.0% | -27.2% | -28.5% |
| 1Y | -41.4% | -10.3% | -31.2% | -42.2% |
| All | -41.4% | -9.0% | -32.4% | -42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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