-55.2%
CHTR vs DOCU
+104.2%
-159.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.7% | -4.5% | -5.9% |
| 7D | +5.9% | -5.5% | +11.5% | +6.9% |
| 30D | +10.4% | +12.6% | -2.3% | +8.2% |
| 3M | -25.0% | +36.4% | -61.4% | -28.8% |
| 6M | -24.6% | +66.8% | -91.4% | -30.9% |
| YTD | -43.4% | +13.5% | -56.9% | -45.3% |
| 1Y | -45.8% | +11.3% | -57.1% | -47.5% |
| 3Y | -71.6% | +92.1% | -163.7% | -75.5% |
| 5Y | -82.9% | -71.0% | -11.9% | -82.3% |
| All | -55.2% | +104.2% | -159.4% | -64.1% |
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