+136.8%
CVX vs DOCU
+80.0%
+56.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.7% | -5.0% | -1.4% |
| 7D | +3.3% | +6.9% | -3.6% | +3.0% |
| 30D | +12.9% | +19.0% | -6.1% | +12.0% |
| 3M | +11.7% | +34.3% | -22.6% | +10.1% |
| 6M | +14.1% | +48.0% | -33.9% | +11.9% |
| YTD | +40.7% | 0.0% | +40.7% | +40.2% |
| 1Y | +37.5% | -10.3% | +47.8% | +37.6% |
| 3Y | +43.9% | +32.4% | +11.5% | +39.8% |
| 5Y | +161.5% | -77.9% | +239.4% | +166.1% |
| All | +136.8% | +80.0% | +56.8% | +82.3% |
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