-71.6%
CHTR vs DOCU
+87.9%
-159.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.7% | -4.5% | -5.9% |
| 7D | +5.9% | -5.5% | +11.5% | +7.0% |
| 30D | +10.4% | +12.6% | -2.3% | +8.0% |
| 3M | -25.0% | +36.4% | -61.4% | -29.1% |
| 6M | -24.6% | +66.8% | -91.4% | -31.1% |
| 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% | -77.9% |
| All | -71.6% | +87.9% | -159.5% | -77.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling