-86.4%
RIVN vs DOCU
-71.6%
-14.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | +3.1% | -3.4% | +6.4% | +4.7% |
| 30D | -1.9% | +9.3% | -11.1% | -6.1% |
| 3M | -16.4% | +30.2% | -46.6% | -27.0% |
| 6M | -3.7% | +62.1% | -65.8% | -25.3% |
| YTD | -30.5% | +13.5% | -44.0% | -37.3% |
| 1Y | -16.5% | +11.5% | -28.0% | -24.2% |
| 3Y | -11.0% | +89.5% | -100.5% | -46.1% |
| 5Y | -86.4% | -69.6% | -16.8% | -84.1% |
| All | -86.4% | -71.6% | -14.8% | -84.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling