+205.4%
CTVA vs DOCU
+49.1%
+156.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.2% | -3.5% | -0.5% |
| 7D | -1.0% | -0.4% | -0.5% | -0.9% |
| 30D | -8.7% | +12.9% | -21.7% | -9.8% |
| 3M | +6.4% | +35.1% | -28.7% | +3.2% |
| 6M | -1.9% | +76.2% | -78.1% | -7.5% |
| YTD | +21.5% | +17.2% | +4.3% | +18.7% |
| 1Y | +24.3% | +16.4% | +7.9% | +21.4% |
| 3Y | +91.8% | +95.6% | -3.8% | +73.7% |
| 5Y | +78.4% | -68.5% | +146.9% | +87.3% |
| All | +205.4% | +49.1% | +156.3% | +99.1% |
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