-36.3%
CHTR vs DOCU
+10.7%
-47.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -0.1% | +10.7% | +10.6% |
| 7D | +17.8% | -3.4% | +21.2% | +18.5% |
| 30D | +29.7% | +9.3% | +20.4% | +27.6% |
| 3M | -12.5% | +30.2% | -42.8% | -16.2% |
| 6M | -13.4% | +62.1% | -75.6% | -18.8% |
| YTD | -35.8% | +13.5% | -49.3% | -38.8% |
| 1Y | -36.3% | +11.5% | -47.8% | -39.3% |
| All | -36.3% | +10.7% | -47.0% | -39.3% |
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