+47.0%
CVX vs DOCU
+11.6%
+35.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -3.7% |
| 7D | -5.3% | -3.7% | -1.6% | -5.4% |
| 30D | +5.1% | +15.0% | -9.9% | +5.4% |
| 3M | +14.9% | +39.9% | -25.0% | +16.1% |
| 6M | +14.9% | +66.2% | -51.3% | +16.9% |
| YTD | +46.3% | +17.7% | +28.6% | +44.7% |
| 1Y | +47.0% | +13.7% | +33.3% | +45.9% |
| All | +47.0% | +11.6% | +35.4% | +45.9% |
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