+178.5%
CAH vs DOCU
+88.2%
+90.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.8% | +0.9% |
| 7D | +7.8% | -4.8% | +12.6% | +7.9% |
| 30D | +15.5% | +9.4% | +6.1% | +15.2% |
| 3M | +16.3% | +29.0% | -12.7% | +15.8% |
| 6M | +50.0% | +62.3% | -12.3% | +48.6% |
| YTD | +34.7% | +13.7% | +21.1% | +35.3% |
| 1Y | +35.9% | +11.5% | +24.4% | +36.6% |
| 3Y | +178.5% | +94.2% | +84.3% | +192.9% |
| All | +178.5% | +88.2% | +90.3% | +192.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling