+504.7%
CAH vs DOCU
-71.0%
+575.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.1% | +1.5% |
| 7D | +8.5% | -5.5% | +14.0% | +8.6% |
| 30D | +17.0% | +12.6% | +4.4% | +16.7% |
| 3M | +14.3% | +36.4% | -22.1% | +13.6% |
| 6M | +42.2% | +66.8% | -24.6% | +40.5% |
| YTD | +33.2% | +13.5% | +19.7% | +32.9% |
| 1Y | +38.2% | +11.3% | +26.9% | +37.9% |
| 3Y | +178.4% | +92.1% | +86.3% | +173.3% |
| All | +504.7% | -71.0% | +575.7% | +499.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling