-42.4%
CHTR vs DOCU
+10.8%
-53.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.6% |
| 7D | +4.9% | -4.8% | +9.7% | +5.7% |
| 30D | +17.2% | +9.4% | +7.9% | +15.3% |
| 3M | -20.6% | +29.0% | -49.6% | -23.8% |
| 6M | -21.7% | +62.3% | -84.1% | -26.6% |
| YTD | -41.9% | +13.7% | -55.6% | -44.7% |
| All | -42.4% | +10.8% | -53.2% | -45.2% |
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 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