+377.4%
CARR vs DOCU
+1.4%
+376.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -1.4% |
| 7D | -2.3% | -5.5% | +3.2% | -1.6% |
| 30D | -4.4% | +12.6% | -17.0% | -5.8% |
| 3M | -17.8% | +36.4% | -54.2% | -21.2% |
| 6M | -22.2% | +66.8% | -89.0% | -27.9% |
| YTD | +0.7% | +13.5% | -12.8% | -2.1% |
| 1Y | -5.9% | +11.3% | -17.2% | -8.4% |
| 3Y | +8.6% | +92.1% | -83.5% | -4.3% |
| 5Y | +6.7% | -71.0% | +77.7% | +3.8% |
| All | +377.4% | +1.4% | +376.0% | +499.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling