+35.0%
PCAR vs DOCU
+91.1%
-56.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.4% | -1.4% |
| 7D | +2.2% | -3.2% | +5.4% | +2.4% |
| 30D | -4.4% | +15.7% | -20.1% | -5.4% |
| 3M | -21.4% | +37.3% | -58.7% | -23.3% |
| 6M | -7.3% | +63.1% | -70.5% | -11.0% |
| YTD | -3.8% | +15.4% | -19.2% | -4.4% |
| 1Y | +6.3% | +11.3% | -5.0% | +5.9% |
| All | +35.0% | +91.1% | -56.0% | +18.0% |
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