-48.2%
CHTR vs DOCU
+110.9%
-159.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.2% | -1.5% | +1.2% |
| 7D | +13.4% | -0.4% | +13.8% | +13.4% |
| 30D | +33.0% | +12.9% | +20.1% | +30.3% |
| 3M | -13.6% | +35.1% | -48.6% | -17.8% |
| 6M | -7.8% | +76.2% | -84.0% | -16.2% |
| YTD | -34.7% | +17.2% | -51.9% | -37.2% |
| 1Y | -34.8% | +16.4% | -51.3% | -37.4% |
| 3Y | -66.7% | +95.6% | -162.3% | -71.4% |
| 5Y | -80.4% | -68.5% | -11.9% | -80.0% |
| All | -48.2% | +110.9% | -159.2% | -58.8% |
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