+422.5%
CAH vs DOCU
+104.2%
+318.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.1% | +1.5% |
| 7D | +8.5% | -5.5% | +14.0% | +8.7% |
| 30D | +17.0% | +12.6% | +4.4% | +16.4% |
| 3M | +14.6% | +36.4% | -21.8% | +12.9% |
| 6M | +42.5% | +66.8% | -24.3% | +38.9% |
| YTD | +33.5% | +13.5% | +20.0% | +32.3% |
| 1Y | +38.5% | +11.3% | +27.2% | +37.4% |
| 3Y | +179.0% | +92.1% | +86.9% | +166.2% |
| 5Y | +507.2% | -71.0% | +578.2% | +533.3% |
| All | +422.5% | +104.2% | +318.3% | +467.6% |
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