+440.6%
CAH vs DOCU
+112.5%
+328.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +1.0% |
| 7D | +3.5% | +4.1% | -0.6% | +3.3% |
| 30D | +13.5% | +7.4% | +6.1% | +13.1% |
| 3M | +21.8% | +26.0% | -4.2% | +20.5% |
| 6M | +51.5% | +79.2% | -27.7% | +47.2% |
| YTD | +38.1% | +18.1% | +20.0% | +36.6% |
| 1Y | +37.7% | +20.5% | +17.2% | +36.1% |
| 3Y | +179.6% | +96.4% | +83.2% | +166.6% |
| 5Y | +504.9% | -69.5% | +574.4% | +529.5% |
| All | +440.6% | +112.5% | +328.1% | +486.2% |
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