+38.5%
CAH vs DOCU
+10.1%
+28.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.1% | +1.4% |
| 7D | +8.5% | -5.5% | +14.0% | +8.2% |
| 30D | +17.0% | +12.6% | +4.4% | +17.8% |
| 3M | +14.6% | +36.4% | -21.8% | +17.3% |
| 6M | +42.5% | +66.8% | -24.3% | +48.8% |
| YTD | +33.5% | +13.5% | +20.0% | +34.9% |
| 1Y | +38.5% | +11.3% | +27.2% | +39.9% |
| All | +38.5% | +10.1% | +28.5% | +39.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling