+19.9%
CAVA vs DOCU
+11.6%
+8.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.8% |
| 7D | +14.2% | -3.7% | +18.0% | +14.6% |
| 30D | +14.6% | +15.0% | -0.4% | +12.7% |
| 3M | -2.3% | +39.9% | -42.2% | -6.2% |
| 6M | -30.5% | +66.2% | -96.7% | -35.2% |
| YTD | +5.6% | +17.7% | -12.1% | +8.5% |
| 1Y | +19.9% | +13.7% | +6.2% | +26.4% |
| All | +19.9% | +11.6% | +8.3% | +26.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling