+141.7%
CVX vs DOCU
+107.7%
+34.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +1.9% |
| 3M | +15.2% | +37.3% | -22.1% | +13.6% |
| 6M | +12.5% | +63.1% | -50.6% | +9.9% |
| YTD | +43.6% | +15.4% | +28.2% | +42.2% |
| 1Y | +45.0% | +11.3% | +33.7% | +43.7% |
| 3Y | +63.5% | +92.1% | -28.5% | +56.2% |
| 5Y | +126.8% | -70.5% | +197.3% | +127.8% |
| All | +141.7% | +107.7% | +34.1% | +84.9% |
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 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