-20.8%
RIVN vs DOCU
+87.9%
-108.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.7% | +4.1% | +2.9% |
| 7D | +11.9% | -5.5% | +17.5% | +13.7% |
| 30D | -5.1% | +12.6% | -17.7% | -8.5% |
| 3M | -11.5% | +36.4% | -47.9% | -19.7% |
| 6M | -6.0% | +66.8% | -72.8% | -20.6% |
| YTD | -30.9% | +13.5% | -44.4% | -34.9% |
| 1Y | -10.6% | +11.3% | -21.9% | -15.4% |
| 3Y | -20.8% | +92.1% | -112.8% | -55.8% |
| All | -20.8% | +87.9% | -108.7% | -55.8% |
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