+199.4%
CTVA vs DOCU
+44.4%
+155.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -1.0% |
| 7D | +2.2% | -5.5% | +7.8% | +2.8% |
| 30D | -17.6% | +12.6% | -30.3% | -18.6% |
| 3M | +3.4% | +36.4% | -33.0% | +0.2% |
| 6M | -2.6% | +66.8% | -69.4% | -7.7% |
| YTD | +19.1% | +13.5% | +5.7% | +16.7% |
| 1Y | +26.8% | +11.3% | +15.5% | +24.4% |
| 3Y | +63.9% | +92.1% | -28.2% | +48.6% |
| 5Y | +75.7% | -71.0% | +146.7% | +86.2% |
| All | +199.4% | +44.4% | +155.0% | +95.8% |
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