+64.2%
CVX vs DOCU
+91.1%
-26.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.0% | +0.1% | -1.8% |
| 7D | -8.0% | -3.2% | -4.8% | -7.9% |
| 30D | +2.6% | +15.7% | -13.1% | +2.2% |
| 3M | +15.2% | +37.3% | -22.1% | +14.3% |
| 6M | +12.5% | +63.1% | -50.6% | +10.9% |
| YTD | +43.6% | +15.4% | +28.2% | +43.2% |
| 1Y | +45.0% | +11.3% | +33.7% | +44.8% |
| All | +64.2% | +91.1% | -26.9% | +52.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling