-45.6%
CHTR vs DOCU
+11.6%
-57.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.2% | +5.5% | +5.6% |
| 7D | +14.1% | -3.7% | +17.8% | +14.8% |
| 30D | +11.6% | +15.0% | -3.4% | +8.8% |
| 3M | -21.4% | +39.9% | -61.3% | -25.6% |
| 6M | -27.3% | +66.2% | -93.4% | -32.2% |
| YTD | -42.4% | +17.7% | -60.1% | -45.3% |
| 1Y | -45.6% | +13.7% | -59.3% | -48.4% |
| All | -45.6% | +11.6% | -57.2% | -48.4% |
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