+432.3%
CAH vs DOCU
+104.4%
+327.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | +9.4% | -3.4% | +12.8% | +9.6% |
| 30D | +16.5% | +9.3% | +7.3% | +16.0% |
| 3M | +17.0% | +30.2% | -13.2% | +15.5% |
| 6M | +51.4% | +62.1% | -10.7% | +47.8% |
| YTD | +36.0% | +13.5% | +22.4% | +34.8% |
| 1Y | +36.0% | +11.5% | +24.5% | +34.9% |
| 3Y | +177.5% | +89.5% | +88.0% | +165.0% |
| 5Y | +509.2% | -69.6% | +578.8% | +533.1% |
| All | +432.3% | +104.4% | +327.9% | +478.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling