+36.6%
CAVA vs DOCU
+50.1%
-13.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.2% | -4.2% | -1.8% |
| 7D | -3.5% | -0.4% | -3.1% | -3.4% |
| 30D | +13.8% | +12.9% | +0.8% | +9.8% |
| 3M | -1.7% | +35.1% | -36.7% | -10.2% |
| 6M | -25.2% | +76.2% | -101.4% | -37.7% |
| YTD | +1.9% | +17.2% | -15.3% | -4.2% |
| 1Y | +21.4% | +16.4% | +5.0% | +14.2% |
| 3Y | +92.5% | +95.6% | -3.1% | +28.8% |
| All | +36.6% | +50.1% | -13.6% | +2.9% |
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