-34.1%
CHWY vs DOC
-5.0%
-29.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.8% | +0.4% | +1.6% |
| 7D | +3.5% | +5.9% | -2.3% | +1.7% |
| 30D | +21.6% | +10.3% | +11.4% | +18.0% |
| 3M | -2.0% | -2.2% | +0.2% | -1.3% |
| 6M | +0.3% | +8.2% | -7.9% | -2.0% |
| YTD | -30.3% | +35.4% | -65.6% | -36.9% |
| 1Y | -31.6% | +23.6% | -55.2% | -36.4% |
| 3Y | +15.9% | +57.3% | -41.4% | -2.1% |
| 5Y | -69.9% | -19.6% | -50.3% | -69.4% |
| All | -34.1% | -5.0% | -29.2% | -35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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