+95.3%
DOCU vs CASY
+649.7%
-554.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | -5.5% | +1.1% | -6.6% | -5.8% |
| 30D | +12.6% | +8.7% | +3.9% | +10.5% |
| 3M | +36.4% | -17.3% | +53.7% | +41.5% |
| 6M | +66.8% | -19.7% | +86.5% | +72.7% |
| YTD | +13.5% | +24.8% | -11.4% | +3.4% |
| 1Y | +11.3% | +31.9% | -20.6% | -0.3% |
| 3Y | +92.1% | +155.4% | -63.3% | +39.1% |
| 5Y | -71.0% | +250.6% | -321.6% | -81.2% |
| All | +95.3% | +649.7% | -554.4% | -3.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling