+206.2%
CTVA vs DOCU
+44.5%
+161.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +2.4% | -3.4% | +5.8% | +2.8% |
| 30D | -8.1% | +9.3% | -17.3% | -8.9% |
| 3M | +6.3% | +30.2% | -23.9% | +3.5% |
| 6M | +0.4% | +62.1% | -61.7% | -4.6% |
| YTD | +21.8% | +13.5% | +8.3% | +19.4% |
| 1Y | +24.9% | +11.5% | +13.4% | +22.5% |
| 3Y | +92.3% | +89.5% | +2.8% | +74.6% |
| 5Y | +78.9% | -69.6% | +148.5% | +88.4% |
| All | +206.2% | +44.5% | +161.7% | +100.2% |
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