+374.3%
CAH vs DOCU
+80.0%
+294.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.7% | -4.3% | -0.7% |
| 7D | +5.4% | +6.9% | -1.5% | +5.1% |
| 30D | +3.3% | +19.0% | -15.7% | +2.5% |
| 3M | +22.8% | +34.3% | -11.5% | +21.0% |
| 6M | +11.3% | +48.0% | -36.7% | +9.0% |
| YTD | +21.1% | 0.0% | +21.1% | +20.8% |
| 1Y | +67.2% | -10.3% | +77.5% | +67.5% |
| 3Y | +195.6% | +32.4% | +163.2% | +187.3% |
| 5Y | +413.8% | -77.9% | +491.8% | +445.7% |
| All | +374.3% | +80.0% | +294.2% | +418.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling