+42.1%
CVX vs DOCU
+33.7%
+8.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.7% | -5.0% | -1.4% |
| 7D | +3.3% | +6.9% | -3.6% | +3.1% |
| 30D | +12.9% | +19.0% | -6.1% | +12.2% |
| 3M | +11.7% | +34.3% | -22.6% | +10.6% |
| 6M | +14.1% | +48.0% | -33.9% | +12.4% |
| YTD | +40.7% | 0.0% | +40.7% | +40.8% |
| 1Y | +37.5% | -10.3% | +47.8% | +38.2% |
| All | +42.1% | +33.7% | +8.4% | +36.1% |
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 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