+5.6%
CARR vs DOCU
-71.0%
+76.6%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -1.3% |
| 7D | -2.3% | -5.5% | +3.2% | -1.5% |
| 30D | -4.4% | +12.6% | -17.0% | -6.1% |
| 3M | -17.8% | +36.4% | -54.2% | -21.7% |
| 6M | -22.2% | +66.8% | -89.0% | -28.8% |
| YTD | +0.7% | +13.5% | -12.8% | -2.5% |
| 1Y | -5.9% | +11.3% | -17.2% | -8.7% |
| 3Y | +8.6% | +92.1% | -83.5% | -7.4% |
| All | +5.6% | -71.0% | +76.6% | -1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling