+403.7%
CTAS vs DOCU
+80.0%
+323.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -0.8% |
| 7D | -1.8% | +6.9% | -8.7% | -2.7% |
| 30D | -0.2% | +19.0% | -19.2% | -2.6% |
| 3M | +11.7% | +34.3% | -22.6% | +7.2% |
| 6M | +0.7% | +48.0% | -47.3% | -4.9% |
| YTD | +7.4% | 0.0% | +7.4% | +6.3% |
| 1Y | -2.1% | -10.3% | +8.2% | -2.2% |
| 3Y | +62.9% | +32.4% | +30.5% | +50.4% |
| 5Y | +111.9% | -77.9% | +189.8% | +129.6% |
| All | +403.7% | +80.0% | +323.7% | +253.4% |
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