-47.4%
CHTR vs DOCU
+112.5%
-160.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.8% | +3.6% | +4.2% |
| 7D | +17.2% | +4.1% | +13.2% | +16.5% |
| 30D | +31.6% | +7.4% | +24.3% | +30.0% |
| 3M | -11.6% | +26.0% | -37.6% | -15.0% |
| 6M | -3.3% | +79.2% | -82.5% | -12.4% |
| YTD | -33.7% | +18.1% | -51.8% | -36.3% |
| 1Y | -32.4% | +20.5% | -52.9% | -35.4% |
| 3Y | -65.9% | +96.4% | -162.3% | -70.7% |
| 5Y | -79.9% | -69.5% | -10.4% | -79.4% |
| All | -47.4% | +112.5% | -160.0% | -58.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling