+72.2%
DOCU vs CASY
+723.5%
-651.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.0% | +3.8% |
| 7D | +6.9% | +0.1% | +6.8% | +6.8% |
| 30D | +19.0% | -11.3% | +30.3% | +22.1% |
| 3M | +34.3% | -0.6% | +34.9% | +32.9% |
| 6M | +48.0% | +10.7% | +37.3% | +41.3% |
| YTD | 0.0% | +37.1% | -37.1% | -10.4% |
| 1Y | -10.3% | +52.3% | -62.6% | -22.3% |
| 3Y | +32.4% | +215.2% | -182.8% | -9.4% |
| 5Y | -77.9% | +276.5% | -354.4% | -85.9% |
| All | +72.2% | +723.5% | -651.4% | -16.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling