+114.7%
CTAS vs DOCU
-71.9%
+186.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.0% | +0.8% | -0.9% |
| 7D | +3.8% | -3.2% | +7.0% | +4.2% |
| 30D | +15.5% | +15.7% | -0.1% | +13.5% |
| 3M | +12.7% | +37.3% | -24.6% | +8.0% |
| 6M | +34.5% | +63.1% | -28.6% | +25.8% |
| YTD | +21.3% | +15.4% | +5.9% | +17.9% |
| 1Y | +23.1% | +11.3% | +11.8% | +20.0% |
| 3Y | +79.3% | +92.1% | -12.7% | +57.3% |
| 5Y | +114.7% | -70.5% | +185.2% | +109.7% |
| All | +114.7% | -71.9% | +186.6% | +109.7% |
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