+147.5%
CPRT vs DOCU
+104.2%
+43.3%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | 0.0% | -1.3% |
| 7D | +6.0% | -5.5% | +11.6% | +7.2% |
| 30D | +20.0% | +12.6% | +7.4% | +17.3% |
| 3M | +10.1% | +36.4% | -26.3% | +3.6% |
| 6M | -4.3% | +66.8% | -71.1% | -13.6% |
| YTD | -18.4% | +13.5% | -31.9% | -21.5% |
| 1Y | -20.1% | +11.3% | -31.4% | -23.0% |
| 3Y | -30.4% | +92.1% | -122.5% | -42.1% |
| 5Y | -17.0% | -71.0% | +54.0% | -11.4% |
| All | +147.5% | +104.2% | +43.3% | +69.8% |
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