+38.8%
CAVA vs DOCU
+28.2%
+10.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.7% | -5.2% | -2.5% |
| 7D | -9.2% | +6.9% | -16.1% | -10.9% |
| 30D | -8.2% | +19.0% | -27.2% | -12.8% |
| 3M | -15.3% | +34.3% | -49.6% | -22.9% |
| 6M | -23.6% | +48.0% | -71.6% | -33.3% |
| YTD | +3.5% | 0.0% | +3.5% | +2.1% |
| 1Y | -7.9% | -10.3% | +2.4% | -6.8% |
| 3Y | +38.7% | +32.4% | +6.3% | +9.2% |
| All | +38.8% | +28.2% | +10.6% | +9.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling