+4.4%
CARR vs DOCU
-71.6%
+76.0%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -4.3% | -3.4% | -0.9% | -3.8% |
| 30D | -4.2% | +9.3% | -13.4% | -5.5% |
| 3M | -16.1% | +30.2% | -46.3% | -19.6% |
| 6M | -20.1% | +62.1% | -82.2% | -26.4% |
| YTD | +1.9% | +13.5% | -11.6% | -1.3% |
| 1Y | -6.1% | +11.5% | -17.6% | -8.8% |
| 3Y | +7.3% | +89.5% | -82.3% | -8.3% |
| 5Y | +4.4% | -69.6% | +74.0% | -3.3% |
| All | +4.4% | -71.6% | +76.0% | -3.3% |
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