+6.7%
CVS vs DOCU
+11.4%
-4.7%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.0% | +3.7% | +1.6% |
| 7D | -10.0% | -3.2% | -6.8% | -10.1% |
| 30D | -5.2% | +15.7% | -20.9% | -4.4% |
| 3M | -17.4% | +37.3% | -54.6% | -15.5% |
| 6M | +2.1% | +63.1% | -61.0% | +6.1% |
| YTD | +5.6% | +15.4% | -9.8% | +15.5% |
| 1Y | +6.7% | +11.3% | -4.6% | +16.6% |
| All | +6.7% | +11.4% | -4.7% | +16.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling