+94.4%
CAVA vs DOCU
+94.3%
0.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.1% |
| 7D | +0.1% | -3.4% | +3.5% | +1.0% |
| 30D | +12.6% | +9.3% | +3.3% | +9.9% |
| 3M | -1.9% | +30.2% | -32.1% | -8.9% |
| 6M | -23.9% | +62.1% | -86.1% | -34.2% |
| YTD | +2.9% | +13.5% | -10.6% | -1.9% |
| 1Y | +21.6% | +11.5% | +10.1% | +16.4% |
| 3Y | +94.4% | +89.5% | +4.9% | +49.7% |
| All | +94.4% | +94.3% | 0.0% | +49.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling