+458.7%
CTAS vs DOCU
+104.2%
+354.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -1.6% |
| 7D | +1.2% | -5.5% | +6.7% | +1.9% |
| 30D | +12.8% | +12.6% | +0.1% | +11.1% |
| 3M | +10.3% | +36.4% | -26.1% | +5.6% |
| 6M | +32.0% | +66.8% | -34.8% | +22.9% |
| YTD | +19.1% | +13.5% | +5.7% | +15.8% |
| 1Y | +21.5% | +11.3% | +10.2% | +18.2% |
| 3Y | +76.0% | +92.1% | -16.0% | +54.5% |
| 5Y | +110.9% | -71.0% | +181.9% | +120.4% |
| All | +458.7% | +104.2% | +354.5% | +285.2% |
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