+14.0%
CARR vs DOCU
-78.0%
+92.0%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.7% | -2.6% | +0.5% |
| 7D | +1.6% | +6.9% | -5.3% | +0.6% |
| 30D | -8.7% | +19.0% | -27.7% | -11.2% |
| 3M | -12.6% | +34.3% | -46.9% | -16.9% |
| 6M | -1.5% | +48.0% | -49.6% | -8.6% |
| YTD | +14.3% | 0.0% | +14.3% | +13.0% |
| 1Y | -4.6% | -10.3% | +5.7% | -4.2% |
| 3Y | +7.3% | +32.4% | -25.1% | -2.6% |
| All | +14.0% | -78.0% | +92.0% | +13.8% |
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