-1.8%
CARR vs DOCU
+11.6%
-13.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | -0.7% | -3.7% | +3.0% | -1.0% |
| 30D | +0.3% | +15.0% | -14.6% | +1.6% |
| 3M | -14.9% | +39.9% | -54.8% | -11.8% |
| 6M | -14.9% | +66.2% | -81.0% | -9.5% |
| YTD | +7.0% | +17.7% | -10.7% | +15.7% |
| 1Y | -1.8% | +13.7% | -15.4% | +7.1% |
| All | -1.8% | +11.6% | -13.4% | +7.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling