+81.3%
CTAS vs DOCU
+94.9%
-13.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.3% |
| 7D | +7.6% | -3.7% | +11.3% | +8.0% |
| 30D | +17.2% | +15.0% | +2.3% | +15.8% |
| 3M | +12.8% | +39.9% | -27.1% | +9.1% |
| 6M | +38.0% | +66.2% | -28.2% | +31.2% |
| YTD | +22.7% | +17.7% | +5.0% | +19.8% |
| 1Y | +25.6% | +13.7% | +12.0% | +22.9% |
| All | +81.3% | +94.9% | -13.6% | +67.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling