-68.8%
CHWY vs DOC
-24.5%
-44.3%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.8% | +0.6% | -0.4% |
| 7D | +1.7% | -1.5% | +3.2% | +2.4% |
| 30D | -1.5% | -4.8% | +3.2% | +0.7% |
| 3M | +13.6% | +6.9% | +6.8% | +10.2% |
| 6M | -7.3% | +20.7% | -28.0% | -15.6% |
| YTD | -28.4% | +34.1% | -62.6% | -38.3% |
| 1Y | -42.5% | +22.6% | -65.2% | -48.4% |
| 3Y | -4.1% | +20.8% | -24.9% | -16.1% |
| All | -68.8% | -24.5% | -44.3% | -66.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling