+151.6%
CPRT vs DOCU
+107.7%
+44.0%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.5% | -0.1% |
| 7D | +9.9% | -3.2% | +13.1% | +10.6% |
| 30D | +21.1% | +15.7% | +5.4% | +17.8% |
| 3M | +12.3% | +37.3% | -24.9% | +5.6% |
| 6M | -2.0% | +63.1% | -65.1% | -11.2% |
| YTD | -17.0% | +15.4% | -32.4% | -20.4% |
| 1Y | -22.5% | +11.3% | -33.8% | -25.4% |
| 3Y | -29.3% | +92.1% | -121.3% | -41.1% |
| 5Y | -15.6% | -70.5% | +54.9% | -10.2% |
| All | +151.6% | +107.7% | +44.0% | +72.1% |
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