+37.2%
PCAR vs DOCU
+94.9%
-57.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.9% | +4.0% |
| 7D | +3.7% | -3.7% | +7.4% | +3.9% |
| 30D | -2.9% | +15.0% | -17.9% | -3.9% |
| 3M | -21.7% | +39.9% | -61.6% | -23.7% |
| 6M | -6.6% | +66.2% | -72.8% | -10.5% |
| YTD | -2.2% | +17.7% | -19.9% | -3.0% |
| 1Y | +12.2% | +13.7% | -1.5% | +11.7% |
| All | +37.2% | +94.9% | -57.7% | +19.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling