+35.1%
CAVA vs DOCU
+45.4%
-10.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.2% | -1.0% |
| 7D | +0.7% | -5.5% | +6.2% | +2.2% |
| 30D | +13.6% | +12.6% | +1.0% | +9.7% |
| 3M | -4.9% | +36.4% | -41.3% | -13.5% |
| 6M | -33.9% | +66.8% | -100.7% | -44.1% |
| YTD | +0.8% | +13.5% | -12.7% | -4.5% |
| 1Y | +27.0% | +11.3% | +15.7% | +21.0% |
| 3Y | +73.1% | +92.1% | -19.0% | +15.5% |
| All | +35.1% | +45.4% | -10.3% | +2.7% |
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 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