+386.1%
CARR vs DOCU
+1.6%
+384.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.8% |
| 7D | -3.3% | -4.8% | +1.4% | -2.7% |
| 30D | -3.6% | +9.4% | -13.0% | -4.7% |
| 3M | -16.3% | +29.0% | -45.4% | -19.2% |
| 6M | -19.6% | +62.3% | -81.9% | -25.1% |
| YTD | +2.5% | +13.7% | -11.1% | -0.3% |
| 1Y | -5.8% | +11.5% | -17.4% | -8.3% |
| 3Y | +10.2% | +94.2% | -84.0% | -3.0% |
| 5Y | +4.7% | -71.7% | +76.4% | +1.9% |
| All | +386.1% | +1.6% | +384.5% | +510.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling