-87.3%
RIVN vs DOCU
-70.7%
-16.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | 0.0% | -5.5% | -5.5% |
| 7D | -3.7% | +1.6% | -5.2% | -4.4% |
| 30D | -4.3% | +10.8% | -15.1% | -9.0% |
| 3M | -19.6% | +38.0% | -57.6% | -31.6% |
| 6M | -8.2% | +77.4% | -85.6% | -31.8% |
| YTD | -35.1% | +17.2% | -52.2% | -42.2% |
| 1Y | -26.9% | +15.6% | -42.5% | -34.7% |
| 3Y | -16.9% | +95.6% | -112.5% | -50.4% |
| 5Y | -90.2% | -69.7% | -20.4% | -88.5% |
| All | -87.3% | -70.7% | -16.6% | -85.4% |
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