+30.9%
DOCU vs CASY
+215.7%
-184.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +20.1% |
| 3M | +34.3% | -0.6% | +34.9% | +33.5% |
| 6M | +48.0% | +10.7% | +37.3% | +43.9% |
| YTD | 0.0% | +37.1% | -37.1% | -6.8% |
| 1Y | -10.3% | +52.3% | -62.6% | -18.5% |
| All | +30.9% | +215.7% | -184.8% | +11.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling