+31.0%
CAVA vs DOCU
+50.1%
-19.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.1% | -4.1% |
| 7D | -4.4% | +1.6% | -6.0% | -4.8% |
| 30D | +8.2% | +10.8% | -2.6% | +5.0% |
| 3M | -17.4% | +38.0% | -55.4% | -25.0% |
| 6M | -25.7% | +77.4% | -103.1% | -38.2% |
| YTD | -2.3% | +17.2% | -19.5% | -8.2% |
| 1Y | +17.6% | +15.6% | +2.1% | +10.9% |
| 3Y | +84.6% | +95.6% | -11.0% | +23.5% |
| All | +31.0% | +50.1% | -19.2% | -1.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling