-10.3%
DOCU vs CASY
+51.2%
-61.5%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.0% | +3.7% |
| 7D | +6.9% | +0.1% | +6.8% | +6.9% |
| 30D | +19.0% | -11.3% | +30.3% | +17.2% |
| 3M | +34.3% | -0.6% | +34.9% | +34.4% |
| 6M | +48.0% | +10.7% | +37.3% | +49.9% |
| YTD | 0.0% | +37.1% | -37.1% | +2.6% |
| 1Y | -10.3% | +52.3% | -62.6% | -11.0% |
| All | -10.3% | +51.2% | -61.5% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 1y: compounded portfolio wealth divided by compounded CASY 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…
1y analysis · Full analysis span regression · 6 months rolling