-0.2%
CARR vs DOCU
+18.5%
-18.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.2% |
| 7D | +3.5% | +4.1% | -0.6% | +3.8% |
| 30D | +0.4% | +7.4% | -7.0% | +1.0% |
| 3M | -14.1% | +26.0% | -40.1% | -12.0% |
| 6M | -16.7% | +79.2% | -95.9% | -10.6% |
| YTD | +4.2% | +18.1% | -13.9% | +12.7% |
| 1Y | -0.2% | +20.5% | -20.7% | +7.1% |
| All | -0.2% | +18.5% | -18.7% | +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