+8.6%
CARR vs DOCU
+87.9%
-79.3%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -1.4% |
| 7D | -2.3% | -5.5% | +3.2% | -1.8% |
| 30D | -4.4% | +12.6% | -17.0% | -5.5% |
| 3M | -17.8% | +36.4% | -54.2% | -20.3% |
| 6M | -22.2% | +66.8% | -89.0% | -26.7% |
| YTD | +0.7% | +13.5% | -12.8% | +0.3% |
| 1Y | -5.9% | +11.3% | -17.2% | -6.1% |
| 3Y | +8.6% | +92.1% | -83.5% | -12.2% |
| All | +8.6% | +87.9% | -79.3% | -12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling