+146.3%
CVX vs DOCU
+111.8%
+34.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -3.7% |
| 7D | -5.3% | -3.7% | -1.6% | -5.2% |
| 30D | +5.1% | +15.0% | -9.9% | +4.4% |
| 3M | +14.9% | +39.9% | -25.0% | +13.2% |
| 6M | +14.9% | +66.2% | -51.3% | +12.1% |
| YTD | +46.3% | +17.7% | +28.6% | +44.8% |
| 1Y | +47.0% | +13.7% | +33.3% | +45.6% |
| 3Y | +66.6% | +95.9% | -29.3% | +59.1% |
| 5Y | +133.6% | -71.7% | +205.2% | +135.1% |
| All | +146.3% | +111.8% | +34.5% | +88.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling