+139.3%
CVX vs DOCU
+104.6%
+34.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.0% | -0.9% |
| 7D | -7.5% | -4.8% | -2.7% | -7.3% |
| 30D | -0.6% | +9.4% | -9.9% | -1.0% |
| 3M | +14.0% | +29.0% | -15.1% | +12.6% |
| 6M | +18.1% | +62.3% | -44.2% | +15.4% |
| YTD | +42.2% | +13.7% | +28.5% | +40.9% |
| 1Y | +41.3% | +11.5% | +29.8% | +40.1% |
| 3Y | +68.3% | +94.2% | -25.8% | +60.8% |
| 5Y | +122.0% | -71.7% | +193.8% | +123.5% |
| All | +139.3% | +104.6% | +34.7% | +83.2% |
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