+117.2%
CTAS vs DOCU
-71.3%
+188.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.3% |
| 7D | +7.6% | -3.7% | +11.3% | +8.1% |
| 30D | +17.2% | +15.0% | +2.3% | +15.2% |
| 3M | +12.8% | +39.9% | -27.1% | +7.8% |
| 6M | +38.0% | +66.2% | -28.2% | +28.8% |
| YTD | +22.7% | +17.7% | +5.0% | +18.9% |
| 1Y | +25.6% | +13.7% | +12.0% | +22.1% |
| 3Y | +81.4% | +95.9% | -14.5% | +58.7% |
| All | +117.2% | -71.3% | +188.5% | +111.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling