+413.9%
CAH vs DOCU
+107.7%
+306.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.0% | +4.2% | +2.3% |
| 7D | +6.7% | -3.2% | +9.9% | +6.8% |
| 30D | +14.7% | +15.7% | -1.0% | +14.0% |
| 3M | +12.0% | +37.3% | -25.3% | +10.3% |
| 6M | +36.2% | +63.1% | -26.9% | +33.0% |
| YTD | +31.3% | +15.4% | +15.9% | +30.0% |
| 1Y | +37.1% | +11.3% | +25.8% | +36.0% |
| 3Y | +178.3% | +92.1% | +86.3% | +165.6% |
| 5Y | +497.1% | -70.5% | +567.6% | +522.3% |
| All | +413.9% | +107.7% | +306.2% | +457.8% |
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