-67.3%
CHTR vs DOCU
+94.3%
-161.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +27.5% |
| 3M | -12.5% | +30.2% | -42.8% | -16.6% |
| 6M | -13.4% | +62.1% | -75.6% | -20.6% |
| YTD | -35.8% | +13.5% | -49.3% | -37.9% |
| 1Y | -36.3% | +11.5% | -47.8% | -38.3% |
| 3Y | -67.3% | +89.5% | -156.8% | -73.9% |
| All | -67.3% | +94.3% | -161.6% | -73.9% |
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