+174.4%
CAH vs DOCU
+91.1%
+83.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.0% | +4.2% | +2.3% |
| 7D | +6.7% | -3.2% | +9.9% | +6.7% |
| 30D | +14.7% | +15.7% | -1.0% | +14.4% |
| 3M | +12.0% | +37.3% | -25.3% | +11.3% |
| 6M | +36.2% | +63.1% | -26.9% | +35.0% |
| YTD | +31.3% | +15.4% | +15.9% | +31.8% |
| 1Y | +37.1% | +11.3% | +25.8% | +37.8% |
| All | +174.4% | +91.1% | +83.3% | +186.5% |
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