-34.7%
CHWY vs DOC
-5.9%
-28.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.5% |
| 7D | +3.7% | +4.3% | -0.7% | +2.3% |
| 30D | +20.6% | +9.2% | +11.5% | +17.4% |
| 3M | +1.2% | -0.8% | +2.0% | +1.5% |
| 6M | -0.5% | +7.1% | -7.6% | -2.5% |
| YTD | -30.8% | +34.0% | -64.8% | -37.2% |
| 1Y | -32.4% | +23.2% | -55.6% | -37.1% |
| 3Y | +14.5% | +53.6% | -39.1% | -2.5% |
| 5Y | -68.3% | -20.4% | -47.9% | -67.7% |
| All | -34.7% | -5.9% | -28.7% | -35.4% |
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